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
These ETFs Limit Losses With No Hard Cap on Gains. What's the Catch?
By Dinah Wisenberg BrinUncapped buffer ETFs protect against market drops, but there are other risks for investors to consider.
March 27, 2025
FINRA Orders Firm Expelled After Chief Justice Denies Emergency ClaimThe expulsion of Alpine Securities, which is challenging FINRA's constitutionality, won't take effect unless the SEC upholds it.
March 26, 2025
Wealth Managers Plan for Growth Amid Market UncertaintyHigh valuations and inflation are their main portfolio risk concerns in 2025, a Natixis Investment Managers survey found.
March 24, 2025
ETF Use Is Still on a Growth Tear: SurveyNinety-five percent of wealth managers say they will increase their ETF allocations, Brown Brothers Harriman reported.
March 18, 2025
SEC to Speed Review of Funds With ETF Share ClassesThe SEC has received more than 50 applications for these products, collectively representing trillions in AUM.
March 18, 2025
Barry Ritholtz: How to Beat 90% of Fund Managers Over the Long HaulThe Ritholtz Wealth co-founder discusses the biggest danger to investors and the difference between "uncertain" and "unknown."
March 17, 2025
Gold Tops $3,000 as BofA, Citi Stay BullishConsumer confidence has plunged, inflation expectations have surged, and analysts have been hiking their price targets.
March 17, 2025
Ed Yardeni Trims S&P Outlook, Boosts Recession OddsDespite the lower forecast, the researcher expects the U.S. index to reach new highs in 2025.