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
Got 'Dry Powder'?
By Anthony OwenPutting some assets in an annuity could help a client earn more on other assets.
November 21, 2021
Harry Dent: Stock Market Crash Coming in Early 2022; 'Economy Is Dead'The "Contrarian's Contrarian" tells ThinkAdvisor how investors can play the 80% stock drop he predicts to their advantage.
November 19, 2021
Active Fixed Income ETFs Growing as Investors Navigate Bond Market UncertaintyMany advisors find these ETFs are effective in balancing interest rate and credit risk while helping clients generate income.
November 19, 2021
Mutual Fund, ETF Fund Flows Rebound in October: MorningstarSome $84 billion flowed into these funds and ETFs in October, up from $53 billion in September, the firm found.
November 18, 2021
S&P Dow Jones' Newest Stock Indexes Are Based on Positive TweetsTwo new S&P 500 indexes overweight stocks with high sentiment scores, measured from tweets with cashtags on Twitter.
November 18, 2021
Schwab Adds 5 New Strategies to Fixed Income SMA OfferingIt has added five Wasmer Schroeder Strategies: two tax-exempt, three taxable, and one impact strategy in each group.
November 17, 2021
Active Share Fails to Identify Winning Funds: MorningstarA new report found that relatively high fees and high risk contribute to the disappointing performance of high active share funds.
November 17, 2021
Gary Shilling: 'Stocks Are Way Overpriced'In the latest installment of our 10 Questions series, the economist and investment advisor warns investors to be cautious.