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
8 Investing Trends to Watch in 2025
By Michael S. FischerA survey of more than 19,000 investors shows prospective clients' favorite investments, channels and financial brands.
February 04, 2025
What's a Financial Advisor Really For?Bestselling author Charley Ellis favors indexing and blasts AUM fees but says advisors can still add real value.
February 03, 2025
Crypto and Your Clients: New Funds, More Demand, Still Lots of RiskAs new crypto vehicles emerge and enthusiasm keeps growing, more advisors are adding digital assets to portfolios.
February 03, 2025
Trump Signs Executive Action to Create Sovereign Wealth FundThe fund could be used to facilitate the sale of TikTok, which is still operating in the U.S.
February 03, 2025
Morgan Stanley Likes Annuity Issuers' Investments in Securitized AssetsGoing beyond plain vanilla investment-grade bonds should increase returns, analysts say.
January 31, 2025
As Trump Tariffs Near, World Braces for Stock Market SpilloverStarting Saturday, Trump could put 25% tariffs on all imports from Canada and Mexico or phase in higher duties.
January 31, 2025
Blackstone Sees Trillions From Rich Flowing to Private MarketsThe firm's private wealth unit, launched in 2011, now manages over $250 billion for individual investors.
January 30, 2025
Gary Shilling: Cautious Investing Stance Vindicated, for NowThe advisor and economist is waiting "until the dust settles" before changing investment themes.