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
Advisors Expect Second-Half Market Upturn Despite Falling Economic Confidence: Survey
By Michael S. FischerA third of advisors in an InspereX survey said they were surprised with clients' patience through market volatility.
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.
July 06, 2022
First Trust Capital Buys Direct Indexer VeritiFirst Trust works with about $203 billion of assets, while Veriti has about $1 billion on its platform.
July 05, 2022
Never-Ending Stock Market Churn Keeps Pushing Bottom Targets LowerStrategas Securities looked at data from nine decades and found virtually no reason to believe the current market rout is over.
July 05, 2022
Believe It or Not, the Market Has 3 Silver LiningsFor long-term investors, it will prove beneficial that the markets are exiting an artificial regime maintained for far too long by the Fed.
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.