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
Direct Indexing Still a Stretch for Most Advisors: Broadridge
By Bernice NapachWhile most advisors are aware of the strategy, few plan to use it, a survey found.
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.
October 28, 2021
Robust Demand Is Keeping Stocks Strong, Despite NaysayersThe economy is stronger than many strategists think with growth opportunities in key cyclical and reopened sectors.
October 26, 2021
Backdoor Roth Closing? 4 Reasons Taxable Accounts Beat IRAs, 401(k)s: Morningstar's BenzHigh-income retirees may be tempted to boost after-tax IRA contributions, but Morningstar's personal finance expert says there's a better option.
October 25, 2021
J.P. Morgan's Kelly: 'Year of Momentum' to Give Way to 'Year of Valuation'The chief global strategist reminds investors: "Stocks are not guaranteed to go up every year."
October 22, 2021
Goldman: Stocks Will Keep Climbing Because There Is No AlternativeCash rates are zero, bond yields are often lower than stock dividend yields and bond spreads are set to widen.