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
Top Fund Managers Reveal Investment Opportunities
By John SullivanChairman and CEO Joe Mansueto kicked off Morningstars 2012 Investment Conference in Chicago on June 20 by noting the presence of 1,850 attendees, 75 journalists and 200 exhibitors at this years show.
July 25, 2012
12 Key Investment Strategies for Rest of 2012: Morgan StanleyMSSBs global investment group shares its asset-allocation strategy for equities, bonds and alternatives for the second half of 2012.
July 24, 2012
U.S. Poverty Nearing Highest Rate Since 1965Ahead of Census figures, analysts estimate that one in six people were poor in 2011, and they don't see the numbers improving soon.
July 24, 2012
Paulson, Rubin Say Congress Will Blink on Fiscal CliffIn something of a blast from the past, two former Treasury secretaries from different parties agree the U.S. probably will avoid the so-called fiscal cliff.
July 23, 2012
European Crisis Biggest Factor When Advising Clients: SurveysAdvisors polled in recent studies by kasina and OppenheimerFunds agreed that the debt crisis in Europe is having the biggest impact on the advice they give to clients.
July 23, 2012
Biggest Group of Losers in Dividend Tax Hike? The Middle Class: ReportA plan to raise the dividend tax rate will have negative consequences for the middle class, according to a new study from Ernst & Young.
July 23, 2012
ETF Buyers, Beware of Back-Filled IndexesRegulations prohibit the use of back-tested performance for most U.S. mutual fund and ETF providersbut not for index providers. A Vanguard study shows hypothetical past performance does not predict future performance.
July 23, 2012
Roubini: 5 Reasons Growth Will Slow in Second HalfUsing phrases like fairy tale and pie in the sky, Dr. Doom doesnt like what he sees.