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
Family Offices' 10 Favorite Investments for 2024
By Michael S. FischerAsset allocations among these ultra-wealthy investors showed material shifts for 2023, UBS reported.
May 21, 2024
Here Is Americans' Favorite Long-Term Investment: SurveyThe top pick is consistent across income and political divides, Gallup finds.
May 21, 2024
S&P 500 Wavers Near Record in Run-Up to Nvidia EarningsThe index hovered near 5,315, as market watchers await the chipmaker's latest earnings report, set for tomorrow after the close.
May 21, 2024
Is a Market Melt-Up Coming? Here Are the Risks to Watch: Ed YardeniLooking to the near future, the economist sees two bullish scenarios and one bearish one, he tells ThinkAdvisor.
May 21, 2024
Wade Pfau Makes Case for RILAs as Income ProtectorsHis modeling shows how partial protection against market downturns could boost portfolio performance.
May 20, 2024
Aflac Deal Highlights Rise of Private CreditShould your clients follow life and annuity issuers into the pools?
May 20, 2024
One of the Last Big Bears on Wall Street Turns Bullish on StocksMorgan Stanley's Michael Wilson now sees the S&P 500 rising 2% by June 2025, a big shift from his earlier bearish view.
May 16, 2024
Buffett's Berkshire Reveals $6.7B Stake in Insurer ChubbThe conglomerate has been building the stake since 2023, and the SEC allowed Berkshire keep it confidential.