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
How College Endowments Invest for the Future
By Michael S. FischerThese funds behave as long-term investors, typically investing countercyclically, new research on top universities shows.
September 23, 2020
15 Stock Picks for Long-Term Investors: MorningstarMaybe investors should focus less on the turmoil of 2020 and more on the emerging themes of 2030, Morningstar suggests.
September 21, 2020
How Merrill, Schwab, Fidelity Are Using Tech to Build Values-Based PortfoliosBig firms are using AI and machine learning to help clients build individualized portfolios that align with their values.
September 21, 2020
Franklin Templeton Launches New Tool for Advisors: Portfolio ProductsAlso, Invesco expands its lineup of Defined Maturity Bond ETFs.
September 18, 2020
To Survive a Market Crash, Think Like an Institutional Investor: Morningstar Panel"The stock market is the only store where, when there's a sale, everybody runs out of the store," Larry Siegel of the CFA Institute Research Foundation says.
September 18, 2020
9 Stocks to Avoid in a Struggling Economy: MorningstarThese firms lack competitive advantages, Morningstar's Susan Dziubinski says.
September 18, 2020
Goldman Sachs Partner Has a Warning on Big Tech Stocks"A lot is happening" beneath the current market rally, Katie Koch, co-head of the fundamental equity team, tells ThinkAdvisor.
September 16, 2020
Most Fund Managers Say Recession Is Over: BofAFour in five fund managers expect global growth over the next 12 months, the highest level in 17 years, according to BofA's monthly survey.