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
Jeremy Grantham’s GMO Goes Mainstream With ETF and Mega-Cap Bets
By Isabelle LeeThe firm's new ETF offerings include expensive-looking tech stocks that Grantham himself has long derided.
December 09, 2024
Vanguard to Launch New Advice and Wealth UnitJoanna Rotenberg, a former Fidelity executive, will lead the division.
December 06, 2024
Choreo Launches Automatic Tax Assessment and Management ToolAmong the features, developed with Smartleaf, are strategic tax-loss harvesting and after-tax performance analysis.
December 05, 2024
Morningstar's Rekenthaler Retires; Praises 'Miracle' of StocksThe longtime researcher notes that the market has prospered over time despite worries.
December 05, 2024
TD Suspends Growth Guidance in Wake of Historic SettlementAsked if the bank would consider U.S. divestitures, its CEO said “everything is on the table.”
December 04, 2024
Why Warren Buffett Is Stockpiling Cash“He’s setting himself up to make his last great bargain buy,” Buffett biographer David Clark tells ThinkAdvisor.
December 04, 2024
Two Private Credit ETFs Launch in a Single Day in New Gold RushThe actively managed funds will invest at least 80% of their assets in collateralized loan obligations.
December 02, 2024
Jeremy Siegel Sees 'Much Quieter' Year for Stocks in 2025The economist expects 0% to 10% S&P returns as mega-cap tech stocks lag the market.