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Advisors to focus on ‘total return’ this year
Fixed income and individual stocks are among the areas where advisors plan to boost allocations.
How private market investments can bolster 60/40 strategy
Half of advisors surveyed in iCapital study say client interest in alts has increased.
Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity
Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'
Northern Trust report upends traditional way of looking at risks versus returns
Institutional investors are over-diversifying and taking on too much uncompensated risk, leaving them with expensive index portfolios.
Carving a cryptocurrency advisory niche
After buying his first Bitcoin six years ago for $235, Steve Larsen believes the digital currency is still a value at over $66,000.
Vanguard, American Funds double down on model portfolio partnership
A year after joining forces to create active-passive models for Merrill Lynch, the asset management heavyweights take their models to Morgan Stanley.
Active cryptocurrency SMA aims to outperform Bitcoin
Leavenworth Capital has a short but impressive track record of actively trading cryptocurrencies to double the performance of Bitcoin this year.
New ‘bond alternative’ ETF targets nervous income investors
Innovator Defined Wealth Shield ETF offers 20% downside protection but caps annual gains at 2.8%.
ETF inflows on track to shatter 2020 record
Flows into exchange-traded funds have been unprecedented this year, even against the backdrop of a record 2020. Despite market valuations and inflation threats, financial advisers are keeping the pedal to the metal.
Why ETF track records are becoming an afterthought
Shrugging off the once-coveted, three-year performance record, advisers are pouring billions of dollars in assets into funds with untested histories.
Learning to talk ESG with clients
Global ESG Summit takes a deep dive into how advisers and clients can get on the same page when it comes to sustainable investing.
Market watchers say inflation risk is real
The Biden administration's record-setting government spending is seen as a path to higher inflation.
Are 60-40 portfolios leading investors over a cliff?
The big increase in the U.S. M1 money supply could lead to inflationary pressures that will increase risks for the fixed-income portion of a 60-40 portfolio allocation.
Bond returns have 60/40 managers turning to FX
The traditional mix of 60% equities and 40% bonds has come under threat of late as losses in the stock market are sometimes met with little more than a shrug in U.S. Treasuries, rather than a rally that protects the entire portfolio.
60/40 portfolio confounds critics with another big year
Despite all the doubts, a 60/40 U.S. portfolio is up 13% year-to-date
Rethinking the 40% bond allocation
Fixed income experts from Vanguard and BlackRock advised on the appropriate bond allocations at Morningstar’s annual conference
The real risk of bonds
Stretching for yield in this interest-rate environment is a recipe for disaster
Advisers look past the glitter, debate gold’s value as a long-term investment
So far this year the precious metal has beaten the S&P 500 by 24 percentage points
Fed rescue efforts force advisers to rethink asset allocation
The agency’s emergency efforts to rescue the economy are already being viewed as uncharted territory
How advisers around the world are navigating the pandemic
The views from Hong Kong and Italy can shed light on strategies in the U.S.
