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
What’s a Fixed Income Investor to Do? Try Alt Asset Classes
By J. Gibson Watson III, CIMA, Geoff SelzerFor asset allocation portfolios built on the proposition that bonds act as a counterbalance to stock volatility, its time to consider some alternatives.
August 07, 2013
Funds to Watch: What Investors Are Eyeing NowMorningstar's most-researched funds list reveals some possible portfolio trends among advisors and investors.
August 06, 2013
Signs of ‘Great Rotation’ as Inflows Hit Record for U.S. Equity FundsAs PIMCO and DoubleLine see outflows, TrimTabs CEO David Santschi says the strong enthusiasm for equities should give contrarians pause.
August 06, 2013
Have a Strange Gift for a DAF? Fidelity's InterestedTraditionally it was highly appreciated company stock; now, it might be a grain elevator.
August 05, 2013
3 Reasons Why You Need Inflation Protection NowEven modest amounts of inflation can be harmfulin some ways, even more so than deflation.
August 04, 2013
Is the Market Irrationally Exuberant?Advisors and investors should watch volatility closely, and beware of buying trends that aren't backed by strong fundamentals, experts say.
August 02, 2013
Tepid Job Growth Spreading to Developing EconomiesWhile the United States continues to struggle with stagnant GDP and job growth, a similar picture is emerging in developing economies.
August 02, 2013
The Hunt for a Pension Crisis FixIts gotten so bad that many cities have found themselves paying more for retiree benefits than they do for public services such as fire and police.