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
Investors With Advisors More Confident in Investment Strategy
By Michael S. FischerConfident investors were more likely to have recently dined in a restaurant or made travel plans, a Franklin Templeton–Gallup study found.
November 16, 2020
Orion Adds More BlackRock Strategies: Portfolio ProductsAlso, State Street introduces a new fixed income SPDR ESG ETF.
November 13, 2020
Merrill Adds Vanguard, Goldman to Model Portfolio LineupOther asset managers joining the program, which has a $50,000 minimum, are DWS, Neuberger Berman and Columbia Threadneedle.
November 13, 2020
Competition Among Alternative Asset Classes Stiffens, EY ReportsAlternative fund managers adapt well to the new COVID-19 reality.
November 12, 2020
State Street Amps Up Its Media Intelligence Tools: Tech RoundupAlso, Copytalk introduced a new Reg BI solution.
November 10, 2020
Quiz: Do You Know These Investment Tax Facts?Test your knowledge on the tax treatment of stocks and bonds.
November 10, 2020
JPMorgan: The 60/40 Portfolio Is Done; Here's Where to Seek Returns Now"We need to recognize that a 60/40-only portfolio will really struggle in the current environment," strategist John Bilton says.
November 10, 2020
Why It's Time to Rethink the 60/40 BlendWith the careful inclusion of some alternative investments, slight changes to the portfolio mix can bump returns without added risk.