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
Morgan Stanley's Slimmon Warns Against Buying Growth-Stock Dip
By Michael P. Regan and Vildana HajricHe also explains how the MSIF U.S. Core Portfolio fund he co-manages beat the S&P 500 with a 36% gain in 2021.
January 18, 2022
Model Portfolio Boom Gets Slammed in New PaperThe bundled products are ridden with conflicts of interest, researchers say.
January 14, 2022
Why Value Stocks Could Beat Growth Stocks in 2022 and BeyondResearch Affiliates and Vanguard strategists think so, due to rising inflation and interest rates.
January 14, 2022
J.P. Morgan's 2022 Predictions for 5 Alternative InvestmentsJ.P. Morgan's annual outlook scrutinizes private credit, private equity, hedge funds, real estate, infrastructure, transportation and timber.
January 12, 2022
Forget TIPS; Here's a Better Inflation Hedge: Northern TrustHere's what the asset manager recommends for advisors to help stop inflation from eating away at retirement portfolios.
January 11, 2022
Fed Will Tackle High Inflation: Powell"If we have to raise interest rates more over time, we will," the Fed Reserve chair said Tuesday. "We will use our tools to get inflation back."
January 11, 2022
Standard Asset Allocation Models Are Wrong: DalbarThe research firm says it has a better approach, based on investors' cash needs for the next five years.
January 07, 2022
3 Top ETF Trends for 2022ETF and market experts Josh Brown, Dave Nadig, Eric Balchunas and Liz Young offer their outlooks.