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
Crypto ETFs and Other Ways to Invest in Digital Assets
By Roger WohlnerA Bitcoin ETF isn't coming anytime soon. Here are the pros and cons of other ways to invest in cryptocurrency without buying coins directly.
December 02, 2021
JPMorgan Strategists Say Buy the Dip as Omicron May Speed Up Pandemic's EndWhile omicron is more transmissible, early reports suggest it may also be less deadly and thus could be positive for equities, they explain.
November 30, 2021
10 Times When Advisors Must Unleash Their Inner GrinchWhen you hear clients utter these phrases, it's your duty as an advisor to spoil their fun.
November 29, 2021
Bonds Show Hedging Magic in Latest Test to Rebuff 60/40 HatersThere are big reasons why bonds — and balanced-portfolio strategies that rely on them — aren't broken in the age of inflation.
November 24, 2021
Best & Worst Performing Robo-Advisors Over the Past 5 YearsThe 60/40 portfolio is not dead in the robo-advisor space.
November 23, 2021
Got 'Dry Powder'?Putting some assets in an annuity could help a client earn more on other assets.
November 22, 2021
Why BofA Is Bearish on Markets and Sees 'Rates Shock' Coming in '22Strategists also share recommendations, like taking long positions in certain sectors, the U.S. dollar and real assets.
November 22, 2021
Alt Fund Managers Reveal Investment Plans for 2022: EY SurveyA quarter of hedge funds, for instance, say they expect to increase their exposure to cryptocurrencies next year.