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
JPMorgan Strategists Say Buy the Dip as Omicron May Speed Up Pandemic's End
By Joanna OssingerWhile omicron is more transmissible, early reports suggest it may also be less deadly and thus could be positive for equities, they explain.
November 24, 2021
Best & Worst Performing Robo-Advisors Over the Past 5 YearsThe 60/40 portfolio is not dead in the robo-advisor space.
November 23, 2021
Got 'Dry Powder'?Putting some assets in an annuity could help a client earn more on other assets.
November 22, 2021
Why BofA Is Bearish on Markets and Sees 'Rates Shock' Coming in '22Strategists also share recommendations, like taking long positions in certain sectors, the U.S. dollar and real assets.
November 22, 2021
Alt Fund Managers Reveal Investment Plans for 2022: EY SurveyA quarter of hedge funds, for instance, say they expect to increase their exposure to cryptocurrencies next year.
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.