Investing Outlooks

Beyond the core: Reassessing fixed income portfolios

Recent data paints a bleak outlook for “core” fixed income. But there›s a broad opportunity beyond it that may help investors generate an attractive level of income and higher total returns while managing interest rate risk.

Navigating The Volatile Market

Chuck Royce and Co-CIO Francis Gannon look at the recent decline and make the case for why active management looks poised to do well going forward. Watch the video here.

Economic and Political Uncertainty Take a Toll on Leveraged Finance Market

The leveraged finance market roared out of the gates in the fourth quarter, with October recording the second-highest monthly volume of 2018. But the momentum fell victim to the volatile conditions that roiled equity markets in the last months of 2018. Click to view article & download PDF.

Helping Students set a Course for Financial Literacy

Heartland teams up with nonprofit SecureFutures to educate teens on financial planning.

It's a New Year - Time to Tweak Your Investment Plan

Thrivent gives insight as the New Year rolls around…it may be time to evaluate where you are with your investment plan and consider making some changes to try to improve your standing.

How Would Slower Growth Affect Market Returns in 2019?

As we head into 2019, equity markets are pricing in a decidedly pessimistic outlook with regards to the global economy and the pace of growth in corporate profits. Click to gain further knowledge from American Century.

4 Fundamentals of Dividend Investing

Columbia shares four fundamental tips for a diverse investment portfolio.

Finding Opportunity Amid Slower Growth

In 2019, advanced economies are leading a downward trend and emerging markets are showing mixed signs, with China slowing and inflation tilting higher. T. Rowe's investment professionals go into the field to get the answers you need to prepare your clients—and your practice—for what's ahead.

2019 Schwab Market Outlook

Schwab's team of market experts share their perspectives and provide investment guidance.

The Way Forward: 2019 Global Investment Outlook

As forces ranging from rising rates to trade disputes have raised the stakes for global markets and investors, Macquarie's investing leaders step back for big-picture views of what these may portend for equity, fixed income, and real assets and other alternative markets.

Evaluating Environmental, Social, and Governance Factors as Active Owners

Environmental, social, and governance issues, collectively called ESG, have become significant factors in investment decision making, especially over the last decade.

FAM Equity-Income Fund Podcast: December 2018

In the interview with Senior Vice President Anne Putnam, Paul discusses the Fund›s approach and Morningstar ranking along with the broad investment climate and specific opportunities we are seeing.

U.S. Stocks Face Rocky Path Ahead in 2019

Many analysts see the S&P 500 rising higher in 2019, but they don't expect it to be easy. The economy is showing signs of slowing as the Fed tightens, which could put a strain on the future of the bull market.

Income Investors Will Face Challenges Despite Solid Economy

A projected slowdown in growth means investors need to look beyond core fixed income to generate improved performance from their income investments. Read this article from Chief U.S. Economist Lara Rhame from FS Investments to learn more.

Expert Insight on Market Volatility

Ariel Investments explains the How and Why of market volatility in an effort to help investors make informed decisions during the market ups and downs.

Back to the Basics | Decoding Financial Terms

From S&P 500 and stocks to bull markets and more, Principal highlights a handful of key investing terms designed to build a stronger financial foundation.

Female-Focused Investing | Understanding Challenges & Strategies

MFS outlines the unique investing challenges women face, offering tools to stay informed at any stage of your investment journey. 

Three Ways Investing is Like Baseball

Christopher Hamilton, CFA®, CAIA Head of Portfolio Advisory, Invesco Global Investment, shares how there are many ways to evaluate stocks, explaining how different portfolio managers assemble their “teams” using a variety of methods.

Financials - Room to Run?

In the current environment of rising interest rates, lower costs, and higher loan growth, Hennessy Funds believes earnings and equity valuations for the banking sector should recover in earnest. Learn more, as two portfolio managers further discusses this idea.

Teaching Kids | Money & Higher Education

American Century shares tips for parents starting the discussion with kids of any age about the costs of higher education. From middle school to high school, keep the conversation going and top of mind.

A Reminder on the Importance of Long-Term Investing

Having just passed the 10-year anniversary of the ‹08 Global Financial Crisis, OppenheimerFunds emphasizes the importance of long-term investing, especially through times of volatility.

Examining Risk-Adjusted Investing Approaches

Tune in as two Janus Henderson experts break down income investing. 

Strategies for Globalizing Your Portfolio

Explore investment sectors around the world in this interactive infographic.

Back-to-School Basics

With another school year underway, now is the perfect time to explore how to leverage a 529 plan for a balanced portfolio.

Mutual Funds v ETFs: Quick Take

Test your knowledge of these two common investment products in this short slide deck.

AMG Funds' Investment Essentials

AMG Funds' Investment Essentials is an education program designed to create more informed investors.

What's Your Game Plan for Managing Market Volatility?

Volatility flare-ups have re-entered the investment landscape. Is your portfolio as resilient as you would like it to be?

Money Mistakes for Young Investors to Avoid

Learn to balance your financial obligations with your financial goals by avoiding some of these.

Where to Start Investing

Beginning investors are often overwhelmed with investment options. Ariel reviews your choices and how each might benefit you.

Pairing Mutual Funds & Alternatives

The marriage of the mutual fund structure with alternative investment strategies has helped remove barriers between individual investors and diversified sources of returns. 

Four Considerations for Muni Investors

Learn how tax reform, state and local pension problems, rising interest rates and new government regulations are affecting the municipal bond market outlook.

Q2 Outlook

Nuveen assesses the market cycle, global economies and valuations for investors who are looking ahead.

Six Emerging Markets in Europe

With volatility returning to domestic equities, investors might consider increasing their exposure to foreign markets, specifically emerging Europe.

Tips for Positioning Portfolios in Volatility

Recent market swings may cause investors to be on edge, but may also provide opportunities for those who remain focused on their long-term goals.

First Quarter Overview

Franklin Templeton takes a look back at the first quarter of 2018 and outlines key points surrounding market volatility and economic growth.

Why Income is Important for All Investors

Columbia Threadneedle highlights the importance of income as an investor goal, no matter what stage of life you›re in.

Understand the Basics of Market Cycles

How investor behavior can affect contribute to market ups and downs. 

Investment Steps to Consider for Market Volatility

Legg Mason shares how diversification through a variety of strategies can potentially stabilize your portfolios.

Spring Clean Your Finances and Portfolio

Removing the cobwebs from your financial habits has benefits, one of which may be to help set you on course for the future you want.

What's Driving Global Markets?

Natixis explores factors influencing stock and fixed income markets around the world, and potential portfolio implications.

Growth & Value Investing: A Complimentary Approach

Franklin Templeton offers insight on why growth versus value investing doesn't have to be an either-or proposition.

Market Volatility & Global Growth

Lean how in the U.S., recent equity market volatility may not detract from strong economic fundamentals.

Understanding Active Share

Natixis illustrates the fundamentals of active share and what it means for your portfolio's benchmarks.

Investing Basics

Understanding the basics of investing may help you become a more effective investor.

The Difference Between Developed and Emerging Markets

Developed and emerging markets may offer valuable opportunities for informed investors. Learn the difference when looking beyond domestic borders to compliment your portfolio.

Three Ways Bond Markets Could Change

FundX outlines three scenarios in which rising rates could affect the bond market and explains what it may mean for investors› portfolios.

Outlining Opportunities in Asia

Andrew Gillan — Janus Henderson, provides his views on why investors are beginning to increase their allocation to Asian equities.

The Guide to Diversification

Fidelity explains the benefits of portfolio diversification and offers a simple, three-step approach to help investors realize their goals.

Tips on Finding Financial Advice

There are various resources to help provide insights on managing your investments.

Volatility and Healthy Market Correction

Learn why Legg Mason believes the current volatility and resulting market correction is healthy for the market long-term.

Long-Term Investing Perseveres

Franklin Templeton reminds investors why it’s important to stay invested through market swings.

What Recent Market Changes Mean for Investors

American Century leaders share perspective on the turbulent market backdrop.

6 Time-Saving Investment Tips

Review these tips on creating more efficient investing habits.

A Review of Basic Investing Terms

Cut through the jargon with this helpful video on the language of investing.

Tips to Rebalance Your Portfolio

It’s important to rebalance your portfolio at least once annually. Learn more about what you can do.

Outlook 2018: Generating Income

Legg Mason explains important options for generating meaningful income in 2018.

Review Your Portfolio in 3 Steps

The New Year is a good time to make sure your investments are on track.

Investing Insights for 2018

Columbia shares perspective on top investor issues.

Investing for College

Use these resources and tools to help plan your approach.

Global Outlook for 2018

Naxtis looks at investor expectations for 2018.

Income Investing in Asia

A discussion of investing strategies in Asia as a complement to US portfolios.

Defining Alternative Investments

Invesco defines and reviews types of alternative investments.

The Power of Diversification

An interactive experience from AMG Funds  on portfolio diversification.

Bonds Add Balance

Nuveen elaborates on the role bonds can play in balancing your portfolio.

End of Year Housekeeping Tips

Consider these financial tips as 2017 comes to an end.

Investing for Outcomes

Learn how you can add insight to your goals.

Investing and Emotions

Ariel Investments explains focusing on the long haul.

What Type of Investor Are You?

Your financial goals will help determine your investment decisions.

Personal Values and Investing

Fidelity explains socially responsible investing and how to pursue it.

Secular Outlook for Global Growth: 2017-2036

Fidelity shares how slower growth is expected to result in a lower-than-historical-average interest-rate climate and be less of a tailwind to equities.

2017 Fixed Income Mid-Year Review

Dodge & Cox takes a look at the factors that influenced bond markets over the first half of the year.

Gold: The Love Trade vs. The Fear Trade

How is gold expected to benefit from rising incomes in emerging markets? U.S. Global Investors provides insight and more on gold investing.

Faced with Increased Volatility, Institutions Embrace Risk

Institutional investors are reevaluating investment strategies and resetting market assumptions amid political and economic uncertainty, according to a new study by Natixis Global Asset Management.

Dispelling the Myths of International Investing

Fidelity shares how there are multiple reasons to consider an increased allocation to this often-misunderstood asset class. 

Post-Election Outlook: Parsing Investment Opportunities From Potential New Policy

Fidelity leaders discuss how potential new U.S. policy under a Trump Administration and Republican Congress may influence the financial markets

Perspective on Rising Interest Rates

Fidelity investment leaders discuss the economic and asset allocation implications of higher interest rates in 2017.

U.S. Equity Sector 2017 Outlook

Fidelity sector portfolio managers provide their perspectives on disruptors and subsequent investment opportunities in 2017.

Secular Outlook for Global Growth: 2016-2035

Slower growth is expected to result in a lower-than-historical-average interest-rate climate and be less of a tailwind to equities

4 Small-Cap Specialists on 2017

Four veteran small-cap portfolio managers from The Royce Funds share how key developments in 2016 are shaping their 2017 outlook and portfolio positioning.

Time for a Defined Benefit Revolution

2016 was a year of revolutionary changes. So what does that mean for 2017?