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The Joys of M&A: Your client’s company got acquired. Now comes the tax bill.
by Sponsored Content from Goldman Sachs, 4/24/20

How a securities-based line of credit came in handy.

Groundbreaking New Portfolio Retirement Income Guarantee
by Sponsored Content by RetireOne, 9/18/18

Getting Smart About Beta
by Sponsored Content from Invesco, 12/1/15
Due to its simplicity, market-cap weighting has long been a popular means of calculating the value of market indexes. But as an investment strategy, market-cap weighting has limitations – frequently resulting in outsized proportions of overvalued stocks, and less-than-optimal exposure to undervalued stocks. Smart beta solutions seek to expand investors’ options by providing exposure to objective, rules-based methodologies that harvest returns from specific investment factors or deliver broad market exposure through alternative weighting strategies.

ETF Trading: Understanding ETF Liquidity
by Sponsored Content from FlexShares ETFs, 11/17/15
As you determine which ETFs best meet your clients’ needs and objectives, bear in mind ETF liquidity and trading. This will help you better maximize opportunities and optimize trades at the best possible price in order to gain potentially higher total returns.

Three Keys for Advisors When Implementing Alternatives
by Sponsored Content from Invesco, 11/3/15
• For almost 25 years, I’ve worked with financial advisors regarding the use of alternative investments. • I’ve found three common traits among advisors who have the greatest success, i.e., satisfied clients who understand their investments and their results.

Rethinking 'Safe Haven' Assets in a Multi-Asset Portfolio
by Sponsored Content from Invesco, 10/5/15
• Correlations have risen between perceived ‘safe haven’ assets and equities • Volatility has been a positive performer in falling equity markets, and we see it as a diversification tool in multi-asset portfolios • We look for areas where we think the markets' implied relative risk is an opportunity

Making Sense of Market Volatility
by Sponsored Content from Invesco, 9/8/15
• On Aug. 21, the Dow Jones Industrial Average entered a correction and reminded investors what volatility looks like. • Several Invesco senior investment leaders discuss their views of market volatility. • They share how it affects, or doesn’t affect, the opportunities they see.

Concerned About Interest Rates Rising? Consider Convertibles
by Sponsored Content from Invesco, 8/4/15
  • Convertible securities uniquely combine equity and bond features.
  • In my view, convertibles are attractive today due to their historical performance during rising interest rate periods.
  • I examine asset class performance during each of the last 10 periods of US rising interest rates.

Asia Better Positioned to Handle a Hike
by Sponsored Content from Invesco, 7/7/15
It’s no surprise investors are concerned about whether a Fed rate hike will cause a replay of 2013’s taper tantrum meltdown in Asia. In our view, Asian markets are better positioned today to withstand short-term deterioration in global sentiment when the Fed decides to hike rates.

Four Reasons Why We Do Not Hedge Against Currency Volatility
by Sponsored Content from Invesco, 6/9/15
Currency volatility has continued to be a clear theme so far in 2015. Our International Growth strategy doesn't hedge for currency exposure, and never has. In essence, the team is much more concerned with what company managements are doing than central bankers.

Weathering Market Risk With Dividend Stocks
by Sponsored Content by Invesco, 5/12/15
Retirement planning is like a road trip: You need a well-thought-out plan to reach your destination. Prudent travelers should be prepared for occasional bursts of volatility. Dividend-paying stocks can help manage market risk by providing relatively conservative exposure to the equity market.

The Future of Investing ESG Portfolios: Changing Beliefs, Perceptions and Goals
by Sponsored Content by ClearBridge Investments, 5/12/15
Investing consistent with environmental, social and governance (ESG) principles can no longer be dismissed as a short-term fad. Assets under management are growing steadily, accompanied by a rise in the number and type of investment options across asset classes. Clearbridge's research explores how institutions are investing with impact today.

Ukraine: Mass Corporate Debt Restructuring Looks Likely
by Sponsored Content from Invesco, 4/14/15
Ukraine's biggest economic problem is its deep recession. We expect gross domestic product to contract by about 7% this year, as the conflict with Russia has devastated Ukraine's vital industrial corridor in the east, interest rates and inflation are soaring, and its currency teeters on collapse.

MLPs Will Weather the Storm
by Sponsored Content from ClearBridge Investments, 3/17/15
A significant decline in oil prices has led to increased MLP volatility. However, their fundamentals remain robust. Our latest white paper examines the economics of the U.S. oil and natural gas markets and their impact on the outlook for MLPs.

Prognosis Excellent for Health Care
by Sponsored Content from Invesco, 3/17/15
Three years of outperformance is rare; a fourth would be unprecedented. Parts of the health care sector are more defensive, but opportunities to outperform exist even in an up market. Biopharmaceutical pipelines, M&A activity and reform will help drive longer-term health care outperformance.

Curiouser and Curiouser...
by Sponsored Content from Legg Mason, 3/10/15
Though historically low, U.S. interest rates are actually high in comparison to the rest of the developed world. U.S. bonds appear overpriced on domestic fundamentals, but they are a bargain based on global valuations.

Search for Strength: EM Downturn Puts Focus on Fundamentals
by Sponsored Content by Invesco, 2/17/15
  • Corporate earnings deterioration and a decline in return on capital have held back emerging market performance.
  • Reversing weak performance depends on a return to stronger corporate earnings.
  • Downside risks could lead to disappointing earnings growth, but positive fundamentals are unfolding.

Key Issues for 2015: The View from Western Asset
by Sponsored Content from Legg Mason Investor Services LLC, 1/27/15
The U.S. represents a bright spot in a global recovery best characterized as "two steps forward, one step back." Sector and issue selection remain crucial in this environment, but so do macroeconomic strategies, which may help provide ballast when the pace of recovery slows.

Seeking Strong Int'l Growth Stocks Amid Mixed Macro Signals
by Sponsored Content from Invesco, 1/20/15
Previously stretched valuations have become reasonably constructive in Europe's stalled economy. China's structural reforms and corruption crackdown could be positive in the long term. The commodity cycle downturn hurts resource-dependent emerging markets but benefits net commodity importers.

It's Time to Shift from Pink to Purple
by Sponsored Content from Transamerica, 11/4/14
With the end of National Breast Cancer Awareness Month in October, we turn our attention to National Alzheimer's Disease Awareness Month and National Caregiver Month in November. Throughout the month, the New Age of Advice will feature blog posts with insights about Alzheimer's designed to help advisors gain a better understanding of this devastating disease.

Help is on the Horizon to Ease Student Debt
by Sponsored Content from Legg Mason, 10/21/14
To preempt the college funding crisis that lies ahead, we must ensure that future generations avoid excessive debt. With the current path unsustainable, experts believe the partnership between 529s, colleges and government must evolve. Get a preview of tomorrow's college conversation and advisors' role in the holistic solution.

Loomis Sayles Core Plus Bond Fund: Navigating Dynamic Markets with Tactical Flexibility
by Sponsored Content from Loomis Sayles, 10/21/14
The global economic cycle is a perpetual force influencing interest rates, credit availability and capital markets. For core plus managers who seek to generate total return by balancing liquidity and risk, these undulations pose a clear challenge.

High Quality Mid Caps Enjoy Performance Advantage
by Sponsored Content from ClearBridge Investments, 10/14/14
Since 1965, high-quality midcap stocks have outperformed their low-quality peers by a meaningful margin-a premium that has been most pronounced during periods of market transition. As we approach an inflection point in the current market and economy, investors should consider high-quality mid-cap stocks, which appear poised to thrive.

It's All About the Little Things: 10 Small Steps for Treating Clients Well
by Sponsored Content from Transamerica, 9/16/14
The secret to offering service that's so good that it's memorable is to pay attention to the details. Here are 10 small steps for treating clients well, starting with one that's so simple, yet sometimes easy to mess up.

7 Characteristics of the Client of the Future
by Sponsored Content from Transamerica, 8/19/14
American families are changing, along with what they're demanding from their financial advisors. At a Transamerica Coaching Forum event last spring, Massachusetts Institute of Technology AgeLab director Joseph Coughlin, Ph.D., outlined some of the ways in which clients of retirement age have changed.

How Morningstar Category Flux Impacts Peer Group Analysis
by Sponsored Content by The Royce Funds, 6/24/14
Morningstar's mutual fund categories are among the most frequently cited for peer group performance and investment approach comparisons. Our study, however, has found that membership in a Morningstar category can evolve considerably over time.

China No Longer the Low Wage Capital of the World: Our Outlook for Chinese Growth is Below Consensus
by Sponsored Content by Loomis Sayles, 6/16/14
The labor dispute at the Yue Yuen factory in Guangdong Province illuminates broader labor issues in China. China is no longer the low-wage paradise it once was, and employees will continue to press for higher wages and better benefits. Rising wages should encourage consumer spending, but there is no quick fix for economic rebalancing. Our outlook for GDP growth is below consensus.

The Bull Market Isn’t Over. It’s Changing.
by Sponsored Content by OppenheimerFunds, 5/13/14
Markets, especially in the developed world, have hit new highs. However, a rising economic tide will no longer lift all boats to the extent it once did. Find out why Chief Economist Jerry Webman believes the winners are likely to be organic revenue generators, efficiency vendors and innovators.

Low Rates for a Long Time & Preparing for the Eventual Rise
by Sponsored Content from OppenheimerFunds, 3/25/14
Interest rates, in a slow growth and only modest inflation world, are likely to remain low for the foreseeable future. Still, the fears of rising rates persist. We believe these fears may be overstated, and this Q&A covers our views on generating income in a low rate world and protecting portfolios in the event of an unexpected rise in rates.

Active Share. Toward a Stock Picker’s Market?
by Sponsored Content from ClearBridge Investments, 3/18/14
Explore five groups of mutual funds-from stock pickers to moderately active to the closet indexers. Which categories produced the best risk-adjusted return 1990-2009? The more different the portfolio from its benchmarks, the greater the range of possible outcomes. Consider a tool like active share.

Chuck Royce on 4Q13: Abnormally High Returns Reinforce Our Absolute Bias
by Sponsored Content from The Royce Funds, 1/21/14
Chuck Royce offers his thoughts on a market thats behaved far from normally. At Royce, we are sticking with what we believe works best-finding quality small-caps at what we think are attractively inexpensive valuations that have the ability to generate strong long-term returns.

2 Unconventional Options in a Low Rate Environment
by Sponsored Content from OppenheimerFunds, 12/10/13
This paper discusses how: Global interest rates could remain low for a long time, says Krishna Memani, CIO, Fixed Income; GDP growth and interest rates tend to track each other over time, and the expectation is for slow growth; Compelling opportunities for fixed income investors willing to look beyond Treasuries.

Why You Should Be Thinking About Quality Small-Caps
by Sponsored Content from The Royce Funds, 12/3/13
The Feds stimulus programs have had unintended consequences. Lower-quality businesses have performed well, and more conservatively capitalized companies have been relatively disadvantaged. We think tapering talk has begun to change this and that high quality small-caps should be able to benefit.

Active Share. Toward a Stock Picker’s Market?
by Sponsored Content from ClearBridge Investments, 12/3/13
Explore five groups of mutual funds-from stock pickers to moderately active to the closet indexers. Which categories produced the best risk-adjusted return 1990-2009? The more different the portfolio from its benchmarks, the greater the range of possible outcomes. Consider a tool like active share.

Investing Megatrends: New Technology
by Sponsored Content from OppenheimerFunds, 11/12/13
This whitepaper discusses how: The Data Deluge we are experiencing is one of the worlds durable investment themes; Significant capital investments in data infrastructure provide structural support for this trend; Many companies can benefit from the collection, analysis, transmission and storage of data

Defining the EM Corporate Bond Opportunity
by Sponsored Content from Loomis Sayles, 10/29/13
Finance is a numbers business. Investors study prices, yields, rates of return. However, when it comes to sizing up emerging markets, we think they should also pay attention to semantics. In the past, terming a country “emerging” made it synonymous with low credit quality and higher risk. But today, many emerging markets boast strong credit profiles while parts of the developed world buckle under heavy debt loads.

Rolling Returns: A Better Way to Measure Performance
by Sponsored Content from The Royce Funds, 10/22/13
Though calendar-year returns are among the more common measurements of a portfolio’s performance, rolling returns arguably offer a more compelling story. They provide a particularly robust analytical tool for evaluating manager performance, especially during volatile periods.

Inching Closer
by Sponsored Content from Janus Capital Group, 10/22/13
How is the recent flooding in Colorado related to global economies and the financial crisis of 2008? Get a unique perspective from Colleen Denzler, CFA, Janus Global Head of Fixed Income Strategy, on how global economies are grappling to wean themselves off government support and grow their economies from within.

Investing in the U.S. Energy Revolution
by Sponsored Content from OppenheimerFunds, 10/15/13
This whitepaper discusses how: Technological advances have made immense reserves of U.S. oil and natural gas economically recoverable; Consumers and industry may see cost reductions, and U.S. productivity and trade balance stand to improve; A wide range of companies may encounter transformational growth opportunities.

ENERGY MLPs: A Suitable and Sustainable Asset Class
by Sponsored Content from ClearBridge Investments, 9/24/13
Key Takeaways: MLPs have provided income with little correlation to other asset classes and little sensitivity to interest rates, commodity prices or economic cycles. The market for MLP stocks has expanded greatly and offers liquidity which appeals to long-term institutional investors. The renaissance in U.S. energy production is driving sustainable growth in the infrastructure that MLPs own and operate

Investing for Real People
by Sponsored content by Oppenheimer Funds, 9/17/13
Investor goals are the same, but solutions have changed. Today, aiming to meet basic needs requires new solutions. Laser focus on investor goals will help uncover appropriate investment opportunities. Expanding the opportunity set beyond the usual suspects will be critical to long-term success.

US Home Prices to Maintain Strong Momentum, Despite Higher Rates
by Sponsored Content from Loomis Sayles, 8/6/13
Dmitri Rabin, Senior Securitized Asset Analyst at Loomis Sayles, discusses the housing recovery and some surprising silver linings of rising rates.

ENERGY MLPs: A Suitable and Sustainable Asset Class
by Sponsored Content from ClearBridge Investments, 7/9/13
Greater capitalization. More liquidity. The energy MLP market has grown steadily, with good reason: our constant demand for energy. While oil prices go up and down, volume has stayed consistent. Production is increasing. And the infrastructure is needed to support it. Add some risk, and you’ve got an investment which could fit in a diversified portfolio.

Help Clients Fill the Income Void
by Sponsored Content from Legg Mason Global Income Survey, 6/18/13
Affluent investors all over the world just arent getting what they want from their income investments, according to Legg Masons recently released Global Income Survey. Yet there is good news: most say they want to become more knowledgeable about income investing, and theyre eager for financial professionals to point out fresh opportunities.

Economic Climate Change & the Long-Term View on Yields
by Sponsored Content from Loomis Sayles, 5/28/13
Will rates rise? It’s a logical question. US Treasury yields have been in a secular downward trend since the 1980s and almost frozen at historic lows for the last several months. While recent cyclical improvements suggest the US economy is heating up, we do not expect interest rates to start soaring to record highs. The interest rate environment will eventually undergo climate change, but the process will be gradual. There are secular headwinds cooling rates, and we expect them to persist for years to come.

A Cry for Help from Income Investors
by Sponsored Content from Legg Mason Global Income Survey, 5/21/13
Confronted with the stark realities of income investing now, affluent investors all over the world are rethinking their approach, notes Legg Mason’s just-released Global Income Survey. Yet the Survey also found income investors hungry for more knowledge and ideas -- creating opportunities for savvy financial advisors.

MLPs: Winning Streak Broken, Growth Story Intact
by Sponsored Content from Legg Mason ClearBridge<br> by Chris Eades, Portfolio Manager, 4/9/13
After an off year clouded by investors concerns about future tax policy, ClearBridges outlook for MLPs is again brightening. Oil and natural gas production are both ahead of estimates and the resulting infrastructure build-out is continuing.
47 results found.