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

Portfolio Construction

Beware of VIX ETFs and ETNs

By Bernice Napach
How Inflation Really Hurts Retirees — and What to Do About It

January 25, 2022

How Inflation Really Hurts Retirees — and What to Do About It
GMO's Grantham: 7 Signs We're in a Stock Collapse (And What to Do Now)

January 24, 2022

GMO's Grantham: 7 Signs We're in a Stock Collapse (And What to Do Now)
Morgan Stanley's Slimmon Warns Against Buying Growth-Stock Dip

January 24, 2022

Morgan Stanley's Slimmon Warns Against Buying Growth-Stock Dip
Fidelity Readies the First Retail Direct Indexing Product

January 20, 2022

Fidelity Readies the First Retail Direct Indexing Product
GMO's Grantham: Historic Stock Selloff Has Begun

January 20, 2022

GMO's Grantham: Historic Stock Selloff Has Begun
​Model Portfolio Boom Gets Slammed in New Paper

January 18, 2022

​Model Portfolio Boom Gets Slammed in New Paper
Why Value Stocks Could Beat Growth Stocks in 2022 and Beyond

January 14, 2022

Why Value Stocks Could Beat Growth Stocks in 2022 and Beyond