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
Top Portfolio Products: T. Rowe Adds Bond Funds
By Marlene Y. SatterHennion & Walsh roll out a sustainable investing trust, and truIndependence introduces an RIA platform.
February 19, 2015
Money Manager Candidly Reveals 5 Big Investing MistakesTocqueville Asset Managements Sicart tells shareholders about five mistakes, including one that shaved four percentage points off his portfolios performance, and the lessons he learned.
February 18, 2015
Gundlach: Fed Raising Interest Rates ‘Philosophically’DoubleLine Capital CEO Jeffrey Gundlach is also bullish on gold and thinks oil will fall further.
February 17, 2015
Under the Hood: What You Need to Know About Bond Duration and ConvexityBoth the duration and convexity of fixed income instruments are highly relevant for an investor, especially when interest rates begin to ascend.
February 13, 2015
Why Active Managers Fail (and Why You Shouldn’t Fire Them)A white paper from Jeremy Grantham's GMO offers a novel explanation as to what drives manager underperformance.
February 12, 2015
How to Turn Rugs Into RichesIncreasing prices indicate that interest in high-quality antique rugs continues to grow, but especially for new collectors, caveats apply.
February 06, 2015
3 Alt Investments That Deserve an Oscar: MorningstarThese three alternative fund categories are on track for compelling but not necessarily uplifting performances this year, analyst Josh Charlson says.
February 05, 2015
GMO’s Inker: Ditch U.S. Stocks NowBen Inker says the firm is selling its "beloved" U.S. stocks; Jeremy Grantham says the Saudis will regret not cutting oil production.