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
What's in an Investor's Best Interest? Depends on Who You Ask: Dalbar
By Michael S. Fischer"Best interest" as defined by advisors is not in sync with investors' priorities, the analysis found.
November 10, 2021
How to Protect Portfolios When Inflation Hits: Advisors' AdviceThe October CPI data shows 6.2% inflation over past 12 months. How are advisors protecting client investments?
November 10, 2021
Direct Indexing Still a Stretch for Most Advisors: BroadridgeWhile most advisors are aware of the strategy, few plan to use it, a survey found.
November 08, 2021
3 Steps Advisors Must Take to Capture ESG OpportunityBy 2025, values-based investing will account for one-third of global AUM. Both clients and advisors can benefit.
November 04, 2021
How to Invest With Wit and WisdomAuthor Alexander Ineichen, CFA, highlights the value of contrarianism, humor and not blindly following the crowd.
November 03, 2021
Fed to Start Tapering Asset Buys by $15B Later This MonthThe pace of the taper clears the way for a possible interest-rate increase in the second half of 2022.
November 01, 2021
10 Worst-Case Scenarios for the Global Economy in 2022These scenarios could derail the post-pandemic recovery worldwide, the Economist Intelligence Unit says.
November 01, 2021
5 Ways to Invest in Clean Tech That Are Wins for ClientsFor advisors struggling with how to invest in climate-friendly technology, the opportunities are many.