Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Morgan Stanley Sees S&P Hitting 2,014 in 2014
By Janet LevauxDespite concerns about tapering, the equity group sees economic growth, strong earnings and other factors driving a strong market next year.
November 25, 2013
BofA Drops GDP Forecasts, Sees QE Tapering by MarchAn expert with the bank, though, remains optimistic about economy, citing fading fiscal headwinds.
November 25, 2013
13 Best & Worst Broker-Dealers: Q3 Earnings, 2013Some of the largest companies turn in unexpectedly weak results, with one BD reporting its first loss under its star CEO.
November 22, 2013
Shiller vs. Fama: Which Nobel Winner Comes Out on Top?Research Affiliates teases out the Nobel laureates' distinctive value approaches and finds a yawning gap between them.
November 22, 2013
Gundlach on Shiller CAPE Fund: ‘A Better Mousetrap’DoubleLine's Jeffrey Gundlach and Yale economist Robert Shiller describe why their new fund might appeal to value investors.
November 21, 2013
When It Comes to Smart Beta Investing, How Smart Do You Want to Be?Smart betas brain-drain active managers while smarter betas empower them. So are you active or passive? Choose wisely.
November 21, 2013
Ken Fisher Warns: RIA World Gone in 10 YearsThe famed value investor talked to ThinkAdvisor on how BDs will "eat RIAs as dessert," and why the economy is doing fine, for a spell.
November 20, 2013
Krawcheck Warns Investors in Big Banks to Be WaryThe former wealth management executive questions the underlying earning power of major banks, while expressing optimism for improving margins in wealth management.