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
China No Longer an Emerging Market: BlackRock
By Bernice NapachBlackRock has broken away from most other asset managers by declaring China a standalone allocation.
June 22, 2021
Alternatives Manager of the Year: AQR Capital ManagementFormer professors-turned-asset managers take the prize with SPACs and convertible bond strategies.
June 22, 2021
Impact Manager of the Year: Brown AdvisoryWhile preparing for a recession, a pandemic hit, but the Brown Advisory team was well situated and remained agile.
June 22, 2021
Global, International, Emerging Market Equity Manager of the Year: Schroders Investment Management/Hartford FundsJames Gautrey and Simon Webber lead a large-cap core strategy focused on companies with "mispriced growth" or "growth gaps."
June 22, 2021
Small/Mid Cap Manager of the Year: Riverbridge PartnersLast year's "incredible" business disruption helped the strategy perform well, says portfolio manager Ross Johnson.
June 22, 2021
Small/Mid Cap Asset Manager of the Year: RMB Asset ManagementThe portfolio strategy was leveraged with a "smart" deployment of capital into value businesses.
June 22, 2021
Fixed Income Manager of the Year: Brandywine Global Investment Management"Managing fear" and finding value helped fuel the strategy's success in 2020.
June 22, 2021
Large Cap Equity Manager of the Year: Harbor Capital/Jennison AssociatesThe portfolio team looks at a longer-term horizon than others and at companies that create "true economic value."