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 the Pros Expect From Stocks and Bonds for the Second Half
By J. Gibson Watson III, CIMAAfter six months of thrills and chills, the professionals at Envestnet | PMC share what theyre hearing from equity and fixed-income managers here and abroad.
July 14, 2013
Wine Fund Investing Without the HangoverThere are several ways to enjoy fruitful investing in fine wines without getting a headache, according to one expert.
July 12, 2013
U.S. Remains Engine of Global Growth: CerulliCerulli found global assets under management are set to cross $70.4 trillion by the end of 2013, a full $20 trillion higher than the industry's low point in 2008.
July 12, 2013
June Long-Term Fund Outflows Worst Since 2008: MorningstarLong-term funds shed $47.3 billion, the largest monthly outflow since October 2008.
July 12, 2013
Top Portfolio Products: Decker & Co. Launches With Focus on Southeast AsiaNew products introduced over the last week include a suite of large-cap equity funds from Nuveen and four new corporate term bond ETFs from BlackRock.
July 11, 2013
Milevsky Warns: Beware of Annuity IgnoranceTodays sensationalized characterization of annuities as products of unremitting evil or of unsurpassed virtue completely misses some essential points of wisdom advisors need to know about properly using them, Moshe Milevsky says.
July 11, 2013
Bill Miller, Legendary Fund Manager, Back on TopBill Miller, the Legg Mason fund manager who beat the S&P 500 for 15 years straight before seeing his fund massacred by the financial crisis, is proving you can't keep a good manager down, says The Wall Street Journal.
July 11, 2013
ETFs Got You Down? AdvisorIQ Is Here to HelpNew platform from CLS Investments provides industry insight, trends and profiles of successful ETF advisors.