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
First Trust Capital Buys Direct Indexer Veriti
By Janet LevauxFirst Trust works with about $203 billion of assets, while Veriti has about $1 billion on its platform.
July 01, 2022
Strategist Warns Investors Against Clinging to the PastU.S. large-cap growth is no longer where the opportunities are, Richard Bernstein Advisors' Dan Suzuki says.
July 01, 2022
BofA Says Brace for Recession Shock After Worst Rout in 52 YearsMeanwhile, Goldman Sachs strategists say the risk of a renewed selloff in equities is still high as investors price in just a mild recession.
June 30, 2022
S&P 500's Worst First Half Since 1970 Won't Tell You Much About the Second HalfSince 1957, when it had a negative first half, the index experienced a negative second half about half the time, says Anu Ganti of S&P Dow Jones.
June 28, 2022
10 Ways to Find Business This Summer"Sell in May and go away" is not helpful advice when you want to grow your business.
June 28, 2022
Cathie Wood Says She Got Inflation Wrong, Continues Ark StrategyThe flagship Ark Innovation ETF has fallen about 53% this year; yet Wood maintains she'll "stick to her knitting."
June 23, 2022
Finding Quality on Sale in an Uncertain MarketWhile watching the market turn bearish has been difficult, now is an opportunistic time to invest.
June 23, 2022
JPMorgan Says Retail Investors Are Finally Bailing on StocksSentiment is finally cratering with losses piling up in investors' favorite stocks and cryptocurrencies, says JPMorgan strategist Peng Cheng.