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
S&P 500's Worst First Half Since 1970 Won't Tell You Much About the Second Half
By Elaine ChenSince 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 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.
June 23, 2022
3 Ways Alternatives Can Help Advisors Manage Investor EmotionsAlternatives can support clients in staying the course and offer them protection in bad times.
June 22, 2022
Vanguard: 60/40 Portfolio Down but Not Out"The 60/40 portfolio is not dead, it's simply readjusting at this point," said Matt Sheridan, Vanguard senior investment consultant.
June 22, 2022
Top 10 Model Portfolio Providers by Assets: MorningstarModel portfolios continue to hold a fee advantage against their mutual fund peers.
June 22, 2022
S&P 500 Hasn't Had Such a Bad First Half Since the Nixon EraA 1970's-style inflation shock could send the index crashing about 33% from current levels to 2,525, says Societe Generale strategist Manish Kabra.
June 21, 2022
Advisors, It's Time to Dust Off the Inflation PlaybookInflation isn't looking so transitory anymore. Here's what investors can do now.