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
Global, International, Emerging Market Equity Manager of the Year: Schroders Investment Management/Hartford Funds
By Janet LevauxJames Gautrey and Simon Webber lead a large-cap core strategy focused on companies with "mispriced growth" or "growth gaps."
June 22, 2021
Fixed Income Manager of the Year: Brandywine Global Investment Management"Managing fear" and finding value helped fuel the strategy's success in 2020.
June 22, 2021
Large Cap Equity Manager of the Year: Harbor Capital/Jennison AssociatesThe portfolio team looks at a longer-term horizon than others and at companies that create "true economic value."
June 22, 2021
Large Cap Equity Manager of the Year: Columbia Threadneedle Investments"Pessimism" is key to this strategy, which had a 23.1% return in 2020, says its portfolio manager Guy Pope.
June 22, 2021
Strategist & Overall Manager of the Year: WestEnd AdvisorsFour of the five high-conviction strategies are built with ETFs from Vanguard, BlackRock and State Street.
June 18, 2021
Jeremy Siegel's 7 Economic Predictions for Advisors and InvestorsThe Wharton finance professor expects prices to rise 20% or more over the next three to four years.
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.