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: Harbor Capital/Jennison Associates
By Ginger SzalaThe portfolio team looks at a longer-term horizon than others and at companies that create "true economic value."
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.
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.