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
Best & Worst Performing Robo-Advisors Over the Past 5 Years
By Bernice NapachThe 60/40 portfolio is not dead in the robo-advisor space.
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.
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.