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
J.P. Morgan's 2022 Predictions for 5 Alternative Investments
By Michael S. FischerJ.P. Morgan's annual outlook scrutinizes private credit, private equity, hedge funds, real estate, infrastructure, transportation and timber.
January 11, 2022
Standard Asset Allocation Models Are Wrong: DalbarThe research firm says it has a better approach, based on investors' cash needs for the next five years.
January 07, 2022
3 Top ETF Trends for 2022ETF and market experts Josh Brown, Dave Nadig, Eric Balchunas and Liz Young offer their outlooks.
January 07, 2022
Will Investors Go Along With a Weaker 'Fed Put'?Why were investors taken by surprise by the Fed's recent hawkishness, and what are the implications for future price moves?
January 06, 2022
33 Undervalued Stocks for 2022: MorningstarWhile stocks are generally overvalued now, there are still some bargains to be found, analysts say.
January 05, 2022
Wells Fargo Strategists Warn S&P 500 Will Drop 10%The U.S. equity benchmark is trading near a record high, after delivering a blockbuster 27% rally last year.
December 29, 2021
Retirees Need to 'Get Comfortable' Holding Less Cash, Fixed Income: Michael CrookWhile retirees should hold some safe assets for when they need to spend, fixed income isn't going to see much return, the strategist says.
December 28, 2021
Why the Bull Market Keeps RunningThe S&P 500 has stood relatively firm, hovering within 4% of its all-time high thanks to strength on the bottom line.