The Specialty Investments Channel

Sizing Up Markets—and Your Investment Strategy

Today’s risks are clear: stock valuations are high, credit spreads are tight and interest rates remain low. A modest tilt toward return-seeking assets still makes sense. But investors should also be willing to look beyond traditional stocks and bonds.

Second-Half Market Outlook: Seeing Global Markets in 3D

Stocks turned in a strong performance in the front half of 2017 despite geopolitical and monetary policy risks. The question, of course, is whether this performance trend can continue in the second half. I believe these two risks will cast an even longer shadow over markets going forward — making concepts such as diversification and risk management even more important for investors’ portfolios.

Weighing the Week Ahead: A Seinfeld Market?

It is a Seinfeld market. The story is about nothing, but must be described along the way. With nothing better to discuss, people will be asking what should we expect for the rest of 2017.

 

Time to Tend Your Hedges?

Equity market peaks (and troughs) are impossible to identify in advance. But this doesn’t mean that equity investments should simply be “set it and forget it.”

Debunking Active Management Myths

With $504 billion flowing into passively managed products and $316 billion fleeing actively managed mutual funds in 2016 in the U.S., the active-versus-passive debate appears to be tipping in favor of passive management.

Weighing the Week Ahead: How Strong is the Labor Market?

A holiday-interrupted week is loaded with important economic data. Since many market participants will skip Monday to stretch their weekend, the action will focus on Friday’s employment situation report.

Three Reasons to Consider Bank Stocks

Valuations and regulations are among the trends that we’re watching in this industry.

How Strong is the Labor Market?

A holiday-interrupted week is loaded with important economic data. Since many market participants will skip Monday to stretch their weekend, the action will focus on Friday’s employment situation report. People will be asking: Just how strong is the labor market?

Are You Underweight FANMAG? Chillax!

The first half of 2017 is shaping up to be unequivocally brutal for value-oriented rebalancing strategies. Wired to avoid pain, we humans know it’s very tempting to ask whether a model or philosophy is broken, especially the moment it dashes expectations.

What It Means to Be Dynamic

Target Date Funds (TDFs) have transformed retirement investing, but the static approach to the glidepath leaves many investors at risk. A more dynamic strategy is needed, and Glenn Dial, Head of Retirement Strategy in the US with Allianz Global Investors, says it all begins with defining what dynamic investing actually is.

You Might be a Robo-Advisor If…

In a nod to comedian Jeff Foxworthy’s signature “You might be a redneck” shtick, the following parody offers real-life examples of why, contrary to popular perception, talented, experienced financial advisors have absolutely nothing to fear from the invading robot army:

Pershing INSITE: Three Views on Alternative Funds

If you’ve attended as many advisor conferences as I have, you know that panel discussions featuring speakers whose firms have booths in the exhibit hall are rarely more than a “pitch fest” – an opportunity for panelists to promote their firms’ strategies. However, a panel on alternative investments at the Pershing conference last week was an exception.

Dan Solin's Investing Secrets: Market Returns are Great Returns

Want to hit a home run with your investments? Don't swing for the fences in an often futile effort to "beat the market". Chances are good you'll strike out.

4 Ways to Discover an Elephant Bull Market

The Silk Road was an ancient network of trade routes connecting the East to West for centuries. Named after the lucrative silk trade, the route was forged in 200 BCE by the Han dynasty. Its usefulness extended into the Roman Empire and Medieval times until its final demise in the 1300's under the Mongol hoards lead by Genghis Khan.

Is the Bond Market Sending a Message for Stocks?

While it is true that each asset class is always part of a relative comparison, the overall valuation in any asset reflects inflation expectations. Moreover, the long-term relationship between stocks and bonds is positive. Viewed in this way, we should not be surprised by Friday’s trading, or by similar reactions.