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
11 Actively Managed ETFs to Buy in 2026: Morningstar
By Michael S. FischerActive funds as a group have struggled to beat their indexes, yet some managers have outperformed, Susan Dziubinski writes.
January 13, 2026
Retail Channel Market Share Nears Parity With Institutional: CerulliWirehouses are managing $6.1 trillion in retail assets while independent RIAs manage $3.5 trillion, research finds.
January 12, 2026
To Navigate Volatility, Find the Signal in the NoisePortfolios benefit by sticking to fundamentals while responding to risk, according to Alexandra Wilson-Elizondo of Goldman Sachs.
January 08, 2026
Why the 60-40 Portfolio Might Be the Comeback Kid in 2026Given the current climate for stocks and bonds, as well as global uncertainty, its potential deserves revisiting.
January 06, 2026
6 Retirement Income Options That Aren't AnnuitiesA new handbook reviews non-annuity products that wealth managers can bring to bear for retired clients.
January 06, 2026
What Advisors Can Expect From Private Credit in 2026The segment deserves a serious look. But as with all things in finance, structure, history and discipline matter.
January 05, 2026
Are Passive Funds Getting Dangerous?As ever-increasing flows to cap-weighted index funds push a few stocks sky-high, investors risk steep losses.
December 23, 2025
How the 10 Biggest Active Funds Performed in 2025: MorningstarMarkets overcame worries about tariffs and an AI bubble, the researcher finds, while foreign equities performed well.