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's a Financial Advisor Really For?
By Jane Wollman RusoffBestselling author Charley Ellis favors indexing and blasts AUM fees but says advisors can still add real value.
February 03, 2025
Morgan Stanley Likes Annuity Issuers' Investments in Securitized AssetsGoing beyond plain vanilla investment-grade bonds should increase returns, analysts say.
January 31, 2025
As Trump Tariffs Near, World Braces for Stock Market SpilloverStarting Saturday, Trump could put 25% tariffs on all imports from Canada and Mexico or phase in higher duties.
January 31, 2025
Blackstone Sees Trillions From Rich Flowing to Private MarketsThe firm's private wealth unit, launched in 2011, now manages over $250 billion for individual investors.
January 30, 2025
Gary Shilling: Cautious Investing Stance Vindicated, for NowThe advisor and economist is waiting "until the dust settles" before changing investment themes.
January 30, 2025
Musk-Trump Bromance Turns X Debt From Burden to Asset for Morgan StanleyInvestors are flocking to the tech company as the bank leads a $3 billion debt offering.
January 29, 2025
Nearly 60% of Advisors Plan Significant Allocation to Private MarketsA survey noted a marked rise in advisors increasing exposure to at least 10% in private market investments.
January 29, 2025
Vanguard Calls Corporate Bonds 'a Real Deal' for InvestorsCorporate bonds are likely to outstrip Treasurys for a seventh straight year, according to the asset manager.