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
Vanguard U.S. Value Fund to Merge Into Value Index Fund: Portfolio Products
By Jeff BermanAlso, Franklin Templeton expanded its thematic active ETF lineup.
January 22, 2021
Mediocre Returns Lie Ahead: Asset ManagersMorningstar's Christine Benz looks at what some major investment firms forecast for stocks and bonds over the next seven to 10 years.
January 20, 2021
GMO's Inker: How to Escape the Growing Stock BubbleThe portfolio manager tells ThinkAdvisor where GMO is investing and lays out his evidence that investors have a case of "the crazies."
January 19, 2021
5 Considerations for 2021 Investment StrategyIn the "year of the vaccine," COVID-19 containment and Biden's policies will shape economic growth.
January 15, 2021
Schwab Launches 2 Custom-Built Variable Annuities: Portfolio ProductsAlso, Direxion rolls out World Without Waste ETF.
January 15, 2021
Morningstar Launches Market Data PlatformThe platform offers real-time market data and live news updates to help advisors and institutional investors manage portfolios.
January 14, 2021
Advisors See Positive but Weaker Stock Returns in 2021An Incapital survey finds 3 in 5 advisors are considering a permanent hybrid virtual/in-office work approach.
January 13, 2021
Gundlach Predicts 'Regime Change' for Markets in 2021The DoubleLine CEO sees higher volatility for equities and Bitcoin, along with stronger performance for emerging market equities.