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
7 in 10 Global Investors Want to Adjust Portfolios Ahead of U.S. Election: UBS
By Michael S. FischerThree-quarters of investors in a UBS survey say they want more contact with their advisor.
October 19, 2020
REITs Outperform Unlisted Real Estate Investments Over 21 Years: StudyPension fund allocations to REITs remained flat, despite strong performance, according to a Nareit-sponsored study.
October 19, 2020
Morgan Stanley CEO Explains Thinking Behind Eaton Vance, E-Trade DealsInvestors want more choices and will take their money elsewhere if they don't get them, CEO James Gorman says.
October 19, 2020
11 Big Investing Mistakes Advisors, Clients Made: Advisors' AdviceAdvisors help clients recover from bad investments or poor timing, but they're not immune themselves.
October 19, 2020
ProShares Launches ETF Focused on Transformational Changes: Portfolio ProductsMany of these changes have been accelerated by the COVID-19 pandemic.
October 16, 2020
How Much to Save for Retirement Is Workers' Top Financial Concern: SurveyThree in five Americans are falling behind on their savings goals, a TIAA poll finds.
October 14, 2020
Black, Latino Investors More Bearish Than Whites: FINRABut their interest in investing has increased since the start of the pandemic, FINRA says.
October 14, 2020
World Poker Champ: Why Gut Feelings, Pro-Con Lists Are Lousy Decision-Making ToolsAnnie Duke, now a bestselling author, tells ThinkAdvisor how advisors can make better decisions using the "power of negative thinking."