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
Beware of VIX ETFs and ETNs
By Bernice NapachThe volatility focused products have "effectively destroyed $12.4 billion in capital" in the last 12 years, Morningstar's Ben Johnson says.
January 25, 2022
How Inflation Really Hurts Retirees — and What to Do About ItHere are two cheap ways to help protect against inflation, without buying more stocks.
January 24, 2022
GMO's Grantham: 7 Signs We're in a Stock Collapse (And What to Do Now)While he hates to be a party pooper, the veteran asset manager says, "giving this advice is my job and possibly the right thing to do."
January 24, 2022
Morgan Stanley's Slimmon Warns Against Buying Growth-Stock DipHe also explains how the MSIF U.S. Core Portfolio fund he co-manages beat the S&P 500 with a 36% gain in 2021.
January 20, 2022
Fidelity Readies the First Retail Direct Indexing ProductThe minimum investment for Fidelity Managed FidFolios is $5,000; the fee is 40 basis points.
January 20, 2022
GMO's Grantham: Historic Stock Selloff Has BegunLosses in equities, bonds, real estate and commodities, he calculates, may reach $35 trillion in the U.S.
January 18, 2022
Model Portfolio Boom Gets Slammed in New PaperThe bundled products are ridden with conflicts of interest, researchers say.
January 14, 2022
Why Value Stocks Could Beat Growth Stocks in 2022 and BeyondResearch Affiliates and Vanguard strategists think so, due to rising inflation and interest rates.