Investors using a barbell approach in fixed income can potentially enhance returns by adding securitized assets, such as the WisdomTree Mortgage Plus Bond Fund, as a supplementary “plus” component.

Welcome back to the 199th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Morgen Rochard. Morgen is the founder of Origin Wealth Advisers, an independent RIA based in ...

Citi Research said investors should continue to own the Magnificent 7 group of mega-cap tech stocks in the S&P 500 (SP500) but for a broader technology set-up suggested a barbell approach with mid-cap ...

Drew Pettit, Director at Citi Research, discusses his investment strategy for 2025, emphasizing a "barbell" approach, balancing mega-cap growth with lower-valuation cyclical and defensive stocks.

Picking individual stocks can be difficult for the average investor. While some stocks outperform the market’s return in any given year, it’s usually only a handful that generate the bulk of the ...