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
6 Portfolios to Avoid in 2015
By Ron DeLeggeWhen clients build their portfolios based on the hottest investing trends, advisors have a seek-and-destroy mission on their hands.
December 30, 2014
10 Tips for Endowment and Foundation Managers to Keep Funds on TrackMercer Capital's advice to boards is a reminder that oversight and planning are always important.
December 29, 2014
Falling Oil Prices Leave ‘Pocket of Opportunity’ in Pricey Market: MorningstarThe fourth quarter's plunge in energy stocks has led to a surge in the number of stocks earning all five of Morningstars coveted stars.
December 26, 2014
Assessing Risk in Real Estate Investing, Pt. 1: The OverviewPresenting the historical context of risk in real estate investing, along with an overview of the primary sources of risk in a real estate portfolio.
December 23, 2014
Will U.S. Win or Lose From the Oil Price Plunge?If Christmas seems merrier, and Hanukah happier, the gift from Saudi Arabia in not cutting production amid an oil glut may have had something to do with it.
December 23, 2014
Koesterich: Expect More Volatility in 2015BlackRock's chief investment strategist says the worry for Russia is that "an economic contraction morphs into a financial crisis."
December 22, 2014
4 Experts Make 11 Predictions on Stocks, Economy for 2015Wary optimism, not great expectations, pinpoints the outlook for stocks in 2015, top equity strategists say.
December 22, 2014
Commodities: More Pain Ahead in 2015The sharp drop in oil and rise in the dollar are harbingers of weakness for the asset class, experts say.