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
Advisors Less Comfortable With Model Portfolios Amid Pandemic: YCharts
By Michael S. FischerThird-party and in-house portfolio management both have pros and cons, the data provider says.
August 13, 2020
Rethink the '40' in 60/40 PortfoliosWith interest rates close to 0% for the foreseeable future, advisors need to reexamine client portfolios to boost fixed income returns.
August 13, 2020
3 Sources of Cash in a Crisis, ExplainedVanguard's Maria Bruno discusses the pros and cons of some common places to find quick cash.
August 13, 2020
Fidelity Launches Digital Bond Trading Platform for AdvisorsFidelity's Bond Beacon is available to advisors through the firm's Wealthscape platform.
August 12, 2020
How Nontransparent ETFs Benefit Investors: FidelityMost previous opinions have extolled their virtues for asset managers of active funds, especially equity funds.
August 11, 2020
Gundlach Sees Trump Win, Short-Term Market 'Reversals'Biden's vice presidential pick, Kamala Harris, is "too charismatic," says the DoubleLine Capital CEO.
August 11, 2020
8 Fixed Income Predictions for the Rest of 2020: InvescoA group of investments experts highlight how investors can best balance their pursuit of income with a clear appreciation of risk.
August 10, 2020
Envestnet Working to Add Fractional Shares to PlatformThe move by the industry's largest TAMP follows the recent introduction of Schwab Stock Slices.