Articles
Investing in Small-Cap-Growth Companies with a Long-Term View
John Barr manages the Needham Aggressive Growth Fund (NEAGX), which had an annualized return of 10.51% over the prior 15 years, versus 9.42% for the S&P 500, for an outperformance of 109 basis points. In this interview, he discusses the outlook for his fund.
The Case for Leveraged U.S. Treasury Bonds
For three important reasons, leveraged U.S. Treasury bonds make sense as an ordinary investment.
Regulation Best Interest – A Junk Food Diet
Gary Cohn, former economic advisor to President Trump, told the WSJ that the DOL Rule was bad rule. Translated to language of our time, with respect to the SEC’s proposed regulation best interest (RBI), ”It’s okay to pig out on junk-food investments.”
Overconfidence: The Dark Side of Risk Tolerance
Our Misguided Trust in Quantitative Measurement
A Bit About Bob
Is it Okay to Cry in Front of Clients?
The Problem with Focusing on Expense Ratios
How to Meet Prospects in an Elevator
Becoming a More Mindful Advisor
The Small but Powerful Changes that Build Trust
A Look at Stralem’s “Participation with Protection” Strategy
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Commentaries
White Papers
Vanguard’s Research on Global Fixed-Income Allocations
Vanguard’s researchers looked at the global, investment-grade, fixed income landscape and quantified the diversification benefits of reducing local-market-specific risk factors. They also explored the factors that can influence sizing a hedged global bond allocation, such as home-bias considerations and the potential for reducing volatility.
2018 Midyear Outlook: Growth and Markets Picking Back Up
In his latest market outlook, Commonwealth CIO Brad McMillan suggests there will be faster economic growth and market appreciation in the second half.
2018 Perspectives Mid-Year Outlook: Tailwinds, Headwinds, and Investment Implications
Given an improving global growth story and rising asset prices, what do we expect for the remainder of 2018? In this outlook, Pacific Funds investment managers discuss insights, themes, and trends that may shape the market for the rest of the year.
The Integrated Core Approach to ESG: The Case for the Next Generation of ESG Investing
The merits of ESG investing have been trumpeted for years. So why have asset flows to date lagged across retail and advisor channels? We believe that a disjointed array of investment approaches and weak risk-adjusted performance versus non-ESG alternatives has inhibited uptake. However, we also believe that the mainstream investor marketplace is eager for ESG products that combine an integrated approach to ESG best practices with enhanced risk-adjusted returns.
