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
Risk Assets Swept Up in Rout as 'Fear Gauge' Soars
By Rita NazarethGoldman slashed its target for stocks, warning that a dramatic rise in the outlook for rates will hit valuations.
September 16, 2022
When and When Not to Revamp Portfolios: Morningstar's Benz"Advisors will be the best judges of what might provide a specific client with peace of mind," Morningstar's Christine Benz said.
September 08, 2022
Grantham's GMO Launches Platform to Streamline Client Portfolio CustomizationThe platform is intended to help advisors ensure clients can access the financial resources they need, when they need them.
September 08, 2022
Jumbo Fed Rate Hike Is in Play as Powell Sticks to Hawkish ViewU.S. central bankers meet on Sept. 20-21, and Powell has kept the option open for another 75 basis-point move.
September 07, 2022
Bestselling Financial Advice Books vs. Professors: Answers to 4 Money QuestionsA researcher compared the opinions of experts including John Bogle, Tony Robbins, Burton Malkiel and Robert Kiyosaki to those of academics.
September 02, 2022
Bonds Tumble Into Their First Bear Market in a GenerationSo far this year, the classic 60/40 portfolio is down 15%, on track for its worst yearly performance since 2008.
September 02, 2022
Wall Street Is in Denial Over the EconomyHere's why my earlier forecast of a 40% total drop in the S&P 500 from the early January peak is still relevant.
September 01, 2022
Cathie Wood's ARKK Sees Biggest Monthly Outflow in Nearly a YearThe $8 billion Ark Innovation ETF saw $803 million rush out in August. It's down 60% this year vs. the S&P 500's 18% drop.