Monetary Targets and Tactics
You'll Want to Read This Living Legend's Thoughts On Copper
Fixed Income Outlook: I Hate to Burst Your Bubble, But…
An Alternative Explanation for Walmart’s Announced Employee Bonuses and Wage-Rate Increase
Will Tax Reform Derail CRTs? Don’t Bet on It
Treasury Snapshot: 10-Year Yield at 2.64%
S&P 500 Snapshot: Another High, Up 0.9% from Last Week
Secular Trends in Residential Building Permits and Housing Starts
ECRI Weekly Leading Index Update: Yet Another Record High for WLI
Use “Labeling” To Overcome Objections
While the trend is toward passive investing, it’s still common to face resistance from prospects who believe they can “beat the market,” often with the guidance of their broker. The use of “labeling” may overcome this objection.
Branding Yourself: How to Create a Great Elevator Pitch
Advisors need a great elevator pitch – a calling card lasting only the length of time it takes to ride an elevator to the top of an average building, about 30 seconds.
When Partners Disagree Politically
My partner and I are at a crossroads in our advisory firm. For years we have been in sync about our values and culture, how we should grow and even the people we have hired to join our team. In the last few months, though, he has become aligned with some radical political philosophies.
Three Things I Wish I Knew as a Young Financial Advisor
Weekly Poll Results: Best ways to reach advisors
Weekly Poll: Which is the best way for mutual fund companies and ETFs to educate advisors?
The Only Benchmark of Wealth
Dylan Grice: Three Untrue “Truths” in Our Age of Disruption
Albert Edwards: The Trigger for the Next Market Correction
Balancing Yield and Risk in a Changing World
Investment Grade – Why Now?
Gundlach’s Forecast for 2018
Is The Best Yet To Come For Equity Investors?
In the current long bull market, many investors are wondering if the stock market can continue its steady rise. Are the markets and global economy “as good as it gets,” or is “the best yet to come” for equity investors? Chautauqua Capital Management explores this question in its recent market update and global outlook.
Sector Teams' Outlook
What’s ahead for major market sectors in 2018? Experts from research, trading and portfolio management at Loomis Sayles weigh in.
2017 Year-End Review
It’s tempting, and quite natural, to want to attribute strong performance in any given year to superhuman work ethic, insight, or talent. The fact is, our superb results this year reflect less on the value of our strategies, and more on the role of luck on short-term investment results. What made 2017 a perfect positive storm for certain multi-asset strategies? And what features make certain multi-asset strategies more likely to prosper in the years ahead? All this and a lot more insights in ReSolve’s 2017 Annual Review
Enhanced Portfolio Diversification: The Power of "&"
Most investors, whether institutional or individual, tend to believe that stocks are a good—perhaps even the best—investment in the long run. However, the reason for expecting good performance from stocks is perhaps not always clearly articulated: Quite simply, it is because they are risky. Investors also tend to believe that investing in alternatives, such as managed futures, necessitates sacrificing some of their stock and/or bond asset allocation. This Insight explains how investors can have both the diversification benefits of managed futures, and their traditional stock/bond portfolio. Thus, the power of “&”.