Diversify to defend against portfolio drawdowns
A diversified portfolio doesn't always work when things are going great – like in the rising stock market for the first three quarters of 2018. But, Josh Kutin cautions, you never know what’s going to happen.
ETFs: Patience Through Changing Economic Cycles
Going into the second quarter of 2019, Portfolio Manager Rene Casis expects to see new ETF products that are more actively oriented. He also shares guidance on how financial advisors can overcome challenges related to implementation—by thinking about the investor’s outcome and remaining patient.
What are Model Portfolios?
Lindsey Bell speaks with Cathy Seifert about CFRA's industry-leading model portfolios - what they are and how they work.
APGYX – Large-Cap Growth Fund from AllianceBernstein
APGYX –This large-cap growth fund from Alliance Bernstein (AB) outperforms its peers and its benchmark - a rarity in today's market.
Beware Growing Risks in Fixed Income
Tad Rivelle, CIO for Fixed Income, discusses where risks lie in fixed income today and how TCW is approaching portfolios.
American Funds Growth Fund of America (AGTHX)
CFRA focuses on funds with more than one year track record. Todd Rosenbluth, Head of ETF and Mutual Fund Research, talks aout the American Funds Growth Funds of America that has been a strong fund despite recent performance weakness
Using Fundamentals to Create Adaptable ETFs
Obtaining the right ETF exposure begins with knowing what you want to accomplish. Ed Rosenberg, Head of ETFs at American Century Investments discuss what drives market volatility, how products can adapt to market cycle change, and giving your portfolio the proper exposure.
Ready and Able to Exploit Equity Volatility
Recent volatility in equity markets has certainly increased anxieties for many investors. But we believe in being prepared and ready to exploit volatility—to position a portfolio for what will drive excess performance over the next three to five years. From Beta to Alpha: Why It Will Pay to Be the Last Active Investor Standing
A look Inside the Industry Momentum Portfolio
Sam Stovall, CFRA's Chief Investment Strategist, discusses CFRA portfolio offerings and how the industry momentum portfolio has exceeded the S&P 500 by about 150 basis points per year.
Columbia Multi-Sector Municipal Income ETF (MUST)
Discover how a more thoughtful approach to muni investing may help you capture more opportunities than traditional benchmark products. White paper: A Smarter Solution to Municipal Investing