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
Wealthy Investors Worried About Inflation, Rate Hikes: UBS
By Michael S. FischerMore than two-thirds of them are holding more than 10% of their portfolios in cash, a survey finds.
February 07, 2022
Market Volatility Ahead? What to Know About the Cboe VIXHere's how it works, what it says about markets, and what it means for advisors and clients.
February 07, 2022
JPMorgan Strategists Say Buy Stocks as Rate Hikes Now Priced InBy contrast, Morgan Stanley's chief U.S. equity strategist Michael Wilson today reiterated that "winter is here," for stocks.
February 04, 2022
Big DOJ Probe Looks at Almost 30 Short-Selling Firms and AlliesAs part of the probe, the FBI seized computers from the home of Andrew Left, the founder of Citron Research, some sources said.
February 04, 2022
Cathie Wood's New Fund Targets Illiquid Assets, Limits ExitsThe closed-end ARK Venture Fund is focused on "disruptive innovation" in harder-to-trade assets, including private companies.
January 31, 2022
Why I'm Bearish on Stocks NowOf the last 14 instances of policymakers tightening credit, 13 led to business downturns.
January 31, 2022
60/40 Portfolio Set for Worst Loss Since March 2020The Bloomberg 60/40 index has lost 5.4% in January, its worst showing since the start of pandemic lockdowns.
January 31, 2022
Goldman, Morgan Stanley Strategists See Risk of Further Stock Market PullbackThe S&P 500 could drop 10% from Friday 's close to 4,000 if real U.S. treasury yields rise by 60 basis points to 0%, one analyst says.