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
Why Investors Seeking Growth Must Look Beyond Public Equities
By Josh VailPrivate markets are opening to individuals and can offer them greater returns.
March 12, 2021
How Low-Volatility Stocks Can Enhance a 60/40 Retirement PortfolioA "quality low-volatility" strategy may be especially useful for clients who want to boost returns without increasing their equity allocation.
March 12, 2021
Emerging Market Investing: India vs. ChinaWhile China's growth has surged in the past decade, India is well-positioned to outpace it going forward.
March 10, 2021
Harry Dent: 'Biggest Crash Ever' Likely by End of JuneBut by 2024, it will be over and the U.S. will experience the "next Spring Boom," the "Contrarian's Contrarian" tells ThinkAdvisor.
March 10, 2021
Younger Women Want to Talk About More Than Money With Advisors: Wells FargoThere is a big generational difference in how women talk about money and seek advice, the firm found in a survey.
March 10, 2021
How Custom Indexing Can Help Clients With Complex Tax NeedsCustom indexing will be widespread in five years, Patrick O'Shaughnessy predicts in an interview, and one reason is tax planning.
March 09, 2021
Fidelity Expands SMA LineupManaged accounts are "where we think the growth will be," Fidelity's senior VP of Portfolio Solutions says.
March 02, 2021
How to Prep Portfolios for Recovery as Stimulus Takes HoldWhere should you invest now? Here's what Hightower's chief investment strategist, Stephanie Link, recommends.