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
Market Volatility Ahead? What to Know About the Cboe VIX
By Roger WohlnerHere's how it works, what it says about markets, and what it means for advisors and clients.
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.
January 31, 2022
Goldman, Morgan Stanley Strategists See Risk of Further Stock Market PullbackThe S&P 500 could drop 10% from Friday 's close to 4,000 if real U.S. treasury yields rise by 60 basis points to 0%, one analyst says.
January 28, 2022
Beware of VIX ETFs and ETNsThe volatility focused products have "effectively destroyed $12.4 billion in capital" in the last 12 years, Morningstar's Ben Johnson says.
January 27, 2022
4 Tips for Working With Clients When Markets Are VolatileMarket swings create opportunities for outreach, since they often lead to acute emotional responses in many investors.
January 26, 2022
Fed Signals Liftoff 'Soon,' Sees Asset-Reduction Start AfterwardFed chair Jerome Powell and other officials aren't "going to shrink the balance sheet until after they start raising rates," noted Guggenheim Partners CIO Scott Minerd.