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
BofA Survey Shows Full Investor Capitulation Amid Pessimism
By Sagarika Jaisinghani and Michael MsikaInvestor allocation to stocks plunged to levels last seen in October 2008 while exposure to cash surged to the highest since 2001.
July 13, 2022
What Advisors, Investors Can Expect in Second Half of 2022Good economic news has been hard to come by, but consumers have held up. Will the winds shift in the second half?
July 11, 2022
Bill Gross Favors T-Bills Over Stocks, Bonds as Recession Looms Large"Be patient. 12-month Treasuries at 2.7% are better than your money market fund and almost all other alternatives," he wrote in his latest blog.
July 11, 2022
Here's Your Midyear Client Review Checklist for 2022Between volatility and inflation and longer-term issues like estate planning and RMDs, there's lots to discuss.
July 11, 2022
Advisors Expect Second-Half Market Upturn Despite Falling Economic Confidence: SurveyA third of advisors in an InspereX survey said they were surprised with clients' patience through market volatility.
July 11, 2022
Investors Should Think Risk Factors, Not Asset ClassesThe markets likely will keep oscillating between concerns over interest rates and credit risks before key economic and policy issues are resolved.
July 08, 2022
Predicting Better Days Ahead, LPL Leans Into Equities"We think now may be a good time for those with some dry powder to nibble at this market," says LPL Equity Strategist Jeff Buchbinder.
July 06, 2022
How 11 Advisors Are Shifting Portfolios Now (or Not): Advisors' AdviceWe asked several financial professionals how they are advising clients to diversify amid the current volatility.