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
Bob Doll Turns His 10 Predictions Into Portfolio Picks
By Janet LevauxThe equity strategist picks 25 large-cap U.S. stocks that are poised to benefit most from broad trends this year.
January 10, 2014
Equities ‘Frothy,’ Markets Volatile: Vanguard ExecsCEO Bill McNabb and CIO Tim Buckley point to positive economic trends and discuss concerns over stock valuations.
January 09, 2014
PIMCO’s Gross: Fear Not, Bond Investors!After a losing 2013, Bill Gross lays out a bond strategy he says will produce 3% to 4% returns this year.
January 08, 2014
Your Clients Will Pay for World’s Debt, Advisor WarnsAdvisor Romain Hatchuel says higher taxes, especially on the wealthy, are imminent as Western nations deal with heavy debt loads.
January 07, 2014
Bob Doll: 10 Economic Predictions for 2014The Nuveen chief equity strategist said his overarching theme this year was less fear, more confidence.
January 07, 2014
Talking to Business Owners About Managing Their WealthHow can advisors make their case to entrepreneurs with their wealth tied up in their business? Asset manager Francois Sicart bridges gap with open letter.
January 04, 2014
Emerging Markets on a Bearish PathThe BRICs declined more than 5% on average in 2013, with some indicators looking less than rosy for 2014-2015.
January 02, 2014
Have Commodities Futures Lived Up to Their Promise?Two recent analyses suggest the previous decades hype about high return and low correlation with stocks has not panned out.