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
Large Cap Equity Manager of the Year: Columbia Threadneedle Investments
By Ginger Szala"Pessimism" is key to this strategy, which had a 23.1% return in 2020, says its portfolio manager Guy Pope.
June 11, 2021
Stock Market Leadership Shifts to Europe: Schwab's KleintopYear-to-date through Tuesday, the MSCI euro index gained 17.5% versus 13.6% for the S&P 500.
June 02, 2021
Wealthy Investors Seek Purpose-Driven Investments After PandemicA new survey by UBS finds 9 in 10 investors want to align their investments with their values.
May 25, 2021
Where to Find Stock Opportunities as the Economy Heats UpRight now, I prefer economically sensitive cyclical stocks and companies with operating leverage. .
May 21, 2021
Everything You Need to Know About Biden's Capital Gains Tax PlanHere's what the president is proposing and how advisors can help clients reduce or avoid capital gains taxes.
May 20, 2021
Advisors Missed Portfolio Opportunities After Election: InvescoHere's where the firm sees opportunities going forward.
May 10, 2021
J.P. Morgan Partners With Nationwide to Launch a Variable AnnuityAlso, 55ip and Principal Financial announce new partnerships with model portfolio providers Fidelity and Wilshire Advisors, respectively.
April 30, 2021
Andy Friedman: Tax Bill Is a Must-Do This YearBiden's "tax increases are going to accompany stimulus that is much greater than the tax increases themselves," says Friedman.