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
What Happens When Tesla Joins the S&P 500?
By Bernice NapachThe stock closed at $695 Friday, boosting its CEO's fortune by $9 billion. It joins the index Monday and may raise the S&P's volatility.
December 15, 2020
BlackRock, Morningstar Broaden Style Indexes for U.S. StocksWhen Morningstar enhances its equity style indexes, BlackRock's iShares ETFs based on Morningstar indexes will follow.
December 14, 2020
Which Countries Have the Best Fund Disclosure Practices?Australia has the weakest disclosure regime among 26 markets evaluated, Morningstar reports.
December 14, 2020
Pandemic Weighs on 2021 Growth Forecasts: NatixisA Natixis survey finds just 21% of institutional investors expect a full economic recovery before 2022.
December 14, 2020
JPMorgan Launches Carbon Transition ETF: Portfolio ProductsAlso, TrimTabs Asset Management added two ETFs.
December 11, 2020
11 Findings on How Millions of Americans Actually Invest: VanguardVanguard analyzed detailed data on the portfolio construction and trading behavior of some 5 million households.
December 11, 2020
How Did Advisor Portfolios Perform After COVID-19 Hit? Very Well, Says InvescoThe firm's study of several hundred portfolios found that many advisors shifted allocations to investments that outperformed.
December 11, 2020
Vanguard Slashes Investment Level for Institutional Target Date FundsBy going from a $100 million minimum down to $5 million, the asset manager aims to "broaden" retirement plan access to these funds.