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
Cathie Wood's ARKK Sees Biggest Monthly Outflow in Nearly a Year
By Elaine ChenThe $8 billion Ark Innovation ETF saw $803 million rush out in August. It's down 60% this year vs. the S&P 500's 18% drop.
August 29, 2022
Staying Diversified in a Jittery MarketA pullback in September would not be surprising. Here's where I'm investing now.
August 26, 2022
Stocks Wipe Out Pre-Powell Rally on Hawkish ToneThe S&P 500 erased the rally notched in the previous session, while the tech-heavy Nasdaq 100 tumbled about 3%.
August 25, 2022
The Backlash Against ESG Investing Is HereGiven the heated rhetoric surrounding ESG, advisors should offer impartial guidance on this increasingly divisive topic.
August 24, 2022
6 Investment Picks for Taxable AccountsTax bracket is important to consider when locating assets, said Morningstar's Christine Benz.
August 24, 2022
Liability-Driven Investing, ExplainedWhile LDI strategies are typically associated with pensions, they're becoming more popular with advisors helping individual retirement clients.
August 23, 2022
6 Cheap Stocks That Crushed Q2 Earnings Estimates: MorningstarThese top-rated stocks beat second-quarter expectations by 5% or more but remained undervalued.
August 22, 2022
Black and Hispanic Investors Want an Active Role in Portfolio Building: J.P. MorganIn a new survey, they were more likely than white investors to say this.