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Offline Thursday and Friday
Existing-Home Sales: April Headline Number Down 2.3% Month-over-Month
FHFA House Price Index: The Rise Continues
April Real Median Household Income Shows Encouraging Growth
Richmond Fed Manufacturing: May Composite Index Takes a Dive
April New Home Sales Come in Below Expectations
Weekly Gasoline Price Update: Regular Up 3 Cents, Premium 2 Cents
Understanding the CFNAI Components
Chicago Fed: Increased Economic Growth in April
S&P 500 Snapshot: Down 0.38% From Last Week
Articles
Finding Value Globally Across Asset Classes
Jae S. Yoon is the chief investment officer and a portfolio manager at New York Life Investment Management, where he oversees approximately $293 billion in assets. In this interview, he discusses valuations across global asset classes and where he sees the greatest opportunities.
Jack Bogle on the Limits of the Fiduciary Rule and the Future of the Advisory Industry
Speaking two weeks after his 88th birthday, Jack Bogle called the fiduciary rule “silly” and said that financial advisors’ fees are heading lower. Indeed, he said, advisors are destined to charge hourly or retainer fees, like lawyers and accountants.
Jeremy Siegel versus Robert Shiller on Equity Valuations
Should you reduce allocations to U.S. equities given the conventional wisdom that prices are “rich” and “due for a correction”? Jeremy Siegel says no; investors should expect 5% real returns from stocks over the long term. But Robert Shiller thinks that number should be much lower.
The Best Fund Managers – As Voted by their Peers
Are You Oblivious to Fee Compression?
Why the Future is Bright for AUM-Based Advisors
Whether to Counsel Clients on Spending Habits
Venerated Voices™ 2017 Q1 Rankings
Comparing Different Strategies for Getting into the Market
White Papers
Making the Trend Your Friend – How Trusted Investment Advisors Sustain 9 Lives
One might say that the most trusted investment advisors have cats’ proverbial nine lives. They are bold explorers, distinguished by their agility and uncommon ability to take on challenges with confidence and poise. And, of course, they always land on their feet. FlexShares presents 9 secular trends we believe are reshaping the investment management industry – and how trusted advisors may leverage these trends to their – and their clients’ – benefit.
Navigating the Investing Complexities of China
After an extremely rapid industrial transformation, China sits at a crossroads that presents both compelling opportunities and significant risks. However, investing success demands a deep understanding of China’s long-term plans, political landscape and key trends. Brian Beitner, Managing Partner of Chautauqua Capital Management, discusses China’s complexities and inherent investment opportunities.
Aluminum: Where the US and China Align
Recent trade actions against Chinese aluminum imports may result in higher tariffs. Ironically, the US and China have their interests aligned in this area.
Portfolio Manager Viewpoint - Credit Markets
The post-U.S. presidential election environment has seen a sharp rally in risk assets and economic optimism. In this note, David Weismiller, portfolio manager for Pacific Asset Management’s investment-grade bond strategies, discusses the market environment and current investment positioning.
