Investing Ideas

The latest on stocks, bonds and funds, plus strategies to help manage your portfolio.

Mutual Funds & ETFs

  • 6 bond funds for rising rates

    The yield on U.S. bonds soared in recent months and for investors seeking bonds with high income and low risk, there may be opportunities. These six bond funds may help your portfolio.
  • Where this no-load fund is finding value in stocks

    The manager of this global fund can go anywhere for opportunities. The fund looks for cheap valuations and the promise of accelerating growth.
  • Time for another look at biotech stocks

    Many investors got burned by the "biotech bubble" and have no interest in repeating the experience. But others are taking another look at the sector, which may have more to offer in the coming year.
  • Finding value in 4 brand-name stocks

    Value investing had lost its luster until it made a comeback in 2016, and this mutual fund co-manager expects it continue to do well this year. Read on for 4 stocks she favors that you may want to consider.

Stocks

  • 3 defense stocks with solid payouts

    With the Trump administration pledging to invest in the armed forces, these three military contractors should appreciate in price. Even if prices don't move higher, the companies still boast robust balance sheets and a history of dividend increases.
  • How a long-term outlook helps companies boost profits

    Companies that take a long-term view have raised their earnings and revenues at significantly higher rates than the rest of the market and added far more jobs. These factors identify the companies that truly take a long-term view.
  • 5 dividend stocks worth a look with rates rising

    Income-oriented investors should focus on firms that have a long history of rising dividends in any economic climate. Here are five that fit the bill.

Bonds

  • How to manage rising rates

    With 10-year yields rising and unemployment falling, markets are expecting higher interest rates. This article and four videos examine the impact on bonds, stocks and ‘real return’ strategies.
  • The time may be right for convertibles

    Income-focused investors can tap into equity performance while taking less risk with these securities. Here's how.
  • Risky corporate borrowers enjoy low rates

    Hopes for faster US growth help triple-C rated companies to cut finance costs.
  • Investors, how much risk can you stand?

    The psychological aspect of risk tolerance is a fundamental part of an investor's personality. In an investing world full of unknowns, understanding your tolerance for risk can help you you're your goals.

Investing Strategies

  • Investors await Trump tax plans

    The global economy has weathered the new U.S. administration's sweeping challenges to the status quo, but what is not so clear is how much longer inflation will remain stubbornly low.
  • How to manage rising rates

    With 10-year yields rising and unemployment falling, markets are expecting higher interest rates. This article and four videos examine the impact on bonds, stocks and ‘real return’ strategies.
  • Why stock picking can be so difficult

    While stock markets in aggregate hugely outperform bonds, when it comes to individual stocks, the story is much more daunting for investors. Most stocks don't even beat one-month Treasuries, a new study shows.
  • College endowments post worst year since recession

    The Dow and the S&P 500 were up strongly last year, but college endowments notched their worst year for investment returns since the recession with an average loss of 1.9% after fees.