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
Investors Are Overexposed to Risk Assets, Pros Say
By Michael S. FischerNatixis IM's findings reflect a shift in the market forces that drove stocks to record highs in 2021.
February 07, 2022
4 Investment Myths Advisors BelieveSome advisors embrace popular investing misconceptions backed by vague assumptions. Don't be one of them.
February 07, 2022
Market Volatility Ahead? What to Know About the Cboe VIXHere's how it works, what it says about markets, and what it means for advisors and clients.
February 07, 2022
JPMorgan Strategists Say Buy Stocks as Rate Hikes Now Priced InBy contrast, Morgan Stanley's chief U.S. equity strategist Michael Wilson today reiterated that "winter is here," for stocks.
February 04, 2022
Big DOJ Probe Looks at Almost 30 Short-Selling Firms and AlliesAs part of the probe, the FBI seized computers from the home of Andrew Left, the founder of Citron Research, some sources said.
February 04, 2022
Cathie Wood's New Fund Targets Illiquid Assets, Limits ExitsThe closed-end ARK Venture Fund is focused on "disruptive innovation" in harder-to-trade assets, including private companies.
January 31, 2022
Why I'm Bearish on Stocks NowOf the last 14 instances of policymakers tightening credit, 13 led to business downturns.
January 31, 2022
60/40 Portfolio Set for Worst Loss Since March 2020The Bloomberg 60/40 index has lost 5.4% in January, its worst showing since the start of pandemic lockdowns.