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
A Wiser Approach to Alternative Investing
By Marshall JaffePay attention to David Swensen's classic advice.
December 22, 2014
The Value of Using Trailing Stop Orders: A How-ToTSOs can play a key role in protecting a portfolio if you use them correctly.
December 22, 2014
Emerging-Market Crises Show Way for Russia: El-ErianRussia must take plenty of action and change course on Ukraine as well, the economist argues.
December 22, 2014
Meredith Whitney’s Fund Said to Drop 11% as Office Put on MarketHer American Revival Fund has lost money on electronics retailer Conn's Inc. and other poor bets, experts say.
December 22, 2014
Tax Loss Harvesting: Beware of Unrealistic ExpectationsOnce an end-of-year tradition, tax loss harvesting can now be done year-round, and more efficiently. Beware of unrealistic expectations, however, especially from robo-advisors.
December 20, 2014
Top Portfolio Products: Direxion Launches Income Fund, Closes Gold-Bear ETFIn addition, Palmer Square rolls out a long/short credit fund; Capital adds long/short equity product.
December 19, 2014
Three Myths About Liquid AltsA recent Aite Group study looks at major misconceptions regarding liquid alternative funds.