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Octobers Market Ups and Downs Put Into Perspective
by Ed Perks, Don Taylor, Peter Langerman of Franklin Templeton Investments, 11/12/14
Global equity markets went on a rollercoaster ride in October, although given the cauldron of global issues that were brewing for some time and the months history of big moves, it shouldnt be all that shocking many investors got spooked. While much of the media focused on the short-term panic, long-term investors used such pullbacks to search for bargains.

A First Look at Morningstar's Analyst Ratings
by Robert Huebscher, 11/11/14
Overwhelming academic evidence documents the difficulty in distinguishing skill from luck among actively managed mutual funds. Despite this fact, many vendors have attempted to identify those that will beat their benchmarks and deliver excess risk-adjusted returns. Noteworthy among those vendors is Morningstar, which offers forward-looking "analyst ratings." We've evaluated the predictive ability of the first vintage of those ratings, which were published three years ago.

Factors: An Essential Part of Any Nutritious Portfolio
by Adam Butler, Mike Philbrick, Rodrigo Gordillo of Dundee Goodman Private Wealth, 11/11/14
We recently posted a piece on factor investing so we were thrilled to have an opportunity to see Dr. Andrew Ang and Don Raymond discuss factor investing at a seminar in Toronto last week.

Use Oxytocin to Gather More AUM
by Daniel Solin, 11/11/14
While competency is critical to your success, understanding how prospects make decisions is more important. Understanding the role of a chemical compound produced by your brain - oxytocin - will give you a tool to emotionally connect with prospects.

How to Get Clients to Open Your Emails
by Dan Richards, 11/11/14
It's imperative that your clients and prospects open and read your e-mails. But with escalating volumes, people are drowning in email, leading to steep declines in open rates and readerships. Here's the latest research on how to get your email read.

Capital Raising in the MLP Sector Remains Active
by David Chiaro of Eagle Global Advisors, 11/11/14
We continue to see evidence that underpins our long term positive outlook on MLPs and midstream energy infrastructure companies. The need for new midstream infrastructure remains significant and announcements of large projects continue to be made. New export markets for U.S. hydrocarbons continue to develop and offer new profit opportunities for MLPs.

Why Jeremy Grantham is Right about Corporate Profit Margins
by Baijnath Ramraika, CFA® and Prashant Trivedi, CFA®, 11/11/14
As U.S. corporate profit margins have made it to record highs, a debate has raged between those who place their hopes on a new paradigm of sustained high profits and those who believe in capitalism's efficiency and the tendency of margins to revert to the mean. We show that an often-cited explanation for the new paradigm - that the U.S. economy is more service-focused - lacks empirical support.

And the Winner isInvestors?
by Liz Ann Sonders, Brad Sorensen & Jeffrey Kleintop of Charles Schwab, 11/8/14
The pullback seen in October is now just a memory and stock indexes are again pushing into record territory. Seasonality and the election cycle are lining up with still solid earnings growth and an expanding economy to help support further gains. Complacency is a risk but we continue to believe the trend in US stocks is higher.

The ETF Trader Interview Series: Aaron Kehoe, Cantor Fitzgerald
by Anita Rausch of WisdomTree, Inc., 11/7/14
In this edition, Anita Rausch, Director of Capital Markets, speaks with Aaron Kehoe, Managing Director and Head of Fixed Income ETF trading at Cantor Fitzgerald. Aaron joined Cantor in September 2013 and focuses primarily on managing and trading the firms book of fixed income ETFs. In addition, Aaron was instrumental in the product launches of many new fixed income ETFs and all senior loan ETFs.

Gold in Yen Calm in the Eye of a Storm
by Ade Odunsi of AdvisorShares, 11/7/14
Since the beginning of August there has been a striking divergence in the relative performance of gold priced in US dollars versus gold priced in yen. Gold in yen has outperformed its dollar cousin by just over 10% over a period of three months. In fact year-to-date gold priced in yen has returned +5.3% with a 10.7% annualized standard deviation while gold in dollars has returned -2.6% with a 12.5% annualized standard deviation.

Will Rates Rise, Stay Steady or Fall Further?
by Steve Rumsey of Optimus Advisory Group, 11/6/14
As interest rates fell over the past 30 years, bond investors enjoyed substantial gains due to the subsequent rise in bond prices.

3 Things Worth Thinking About, Including the Odds of a Suckers Rally
by Lance Roberts of Streettalk Live, 11/6/14
Each week in my weekly newsletter I do a complete overview on major markets, sectors and other market areas such as interest rates, gold and oil. I bring this up because the recent melt-down in oil and energy related stocks is something that I warned about in early August of this year.

Recession Probability Models - November 2014
by Ted Kavadas of StratX, LLC, 11/5/14
There are a variety of economic models that are supposed to predict the probabilities of recession. While I dont agree with the methodologies employed or probabilities of impending economic weakness as depicted by the following two models, I think the results of these models should be monitored.

Snail Trail Vortex
by Niels Jensen of Absolute Return Partners, 11/4/14
The world is undergoing a radical shift towards lower economic growth at the moment. Some of the dynamics driving growth down are structural in nature (e.g. demographics), and even the most extreme monetary or fiscal policy will not change that. We are in for a period of lower, but still positive, global growth whether we like it or not. Despite the somewhat muted outlook, we continue to expect significant regional variations in growth and therefore also in interest rates and equity returns.

The Macro Playbook
by Darius Dale of Hedgeye Risk Management, 11/4/14
The Hedgeye Macro Playbook aspires to present investors with the robust quantitative signals, well-researched investment themes and actionable ETF recommendations required to dynamically allocate assets and front-run regime changes across global financial markets. The securities highlighted above represent our top ten investment recommendations based on our active macro themes, which themselves stem from our proprietary four-quadrant Growth/Inflation/Policy (GIP) framework.

Income Inequality and Fed Policy
by Scott Brown of Raymond James, 10/30/14
Income inequality has been an important topic this year, but it is one that is mired in politics. That means it is a potentially treacherous debate for the Federal Reserve chair to wade into. To be fair, Yellen said that the purpose of her recent talk on income inequality and opportunity was not to provide answers to these contentious questions, but rather to provide a factual basis for further discussion. She provided a mountain of evidence from the Feds triennial Survey of Consumer Finances, and then got out of the way, as appropriate.

The ETF Trader Interview Series: Kathryn Sweeney, Goldman Sachs
by Anita Rausch of WisdomTree, Inc., 10/30/14
In this edition, Anita Rausch, Director of Capital Markets, speaks with Kathryn Sweeney, the Global ETF Product Manager and Head of U.S. ETF Trading for Goldman Sachs.

The Math Of Loss
by Lance Roberts of Streettalk Live, 10/28/14
Business Insider recently published an article suggesting that if you missed the recent short covering rally then you made a classic mistake in investing.

A Framework for Superior Risk-Adjusted Returns: High Quality Stocks in Developed Markets
by Baijnath Ramraika, CFA® and Prashant Trivedi, CFA®, 10/28/14
A basket of high-quality stocks generates significantly superior investment returns compared to publicly traded benchmarks, and it does so with significantly lower risk.

The Secret Words Clients Love to Hear
by Beverly Flaxington, 10/28/14
We have many clients who are really wired. They know a lot of wealthy people and many sit on boards and are trustees. Given the level of service we offer, I would expect our clients to proactively introduce us to these folks. Instead, every meeting we ask them for a referral and nothing comes of it. Does this mean we don't have the great relationships we think we have?

Why It's So Brutally Hard to Get Prospects to Move
by Dan Richards, 10/28/14
Two factors underlie the difficulty in getting prospects to make a change - the risk of pain is too great or the prospect of gain is insufficient. The good news is that there are some strategies that can overcome these obstacles.

India: Seizing Opportunities in the New Era
by Eswarie Subrahmanyam Balan of WisdomTree, Inc., 10/27/14
Last week, the Institutional Investor Forum (IIF) held its two-day annual India Investment Forum. There was much hype going into the conference, as a slew of ministers and distinguished institutional investors were slated to speak.

Four Investor Takeaways from the Recent Volatility Spike
by Russ Koesterich of BlackRock, 10/27/14
Last week market volatility spiked to the highest level since 2011. To some degree, this should not come as a shock; weve been in an unusually quiet period that was due to end at some point and now has.

Investing by Duration
by Heather Rupp of AdvisorShares, 10/24/14
It was hard to ignore the call in the fixed income space for short duration investing over the last couple years. Duration is a measure of interest rate sensitivity (the percentage change in the price of a bond for a 100 basis point move in rates), so the lower the duration the theoretically less sensitive those bonds are to interest rate movements.

Quarterly Review and Outlook
by Team of Hoisington Investment Management, 10/23/14
The U.S. economy continues to lose momentum despite the Federal Reserves use of conventional techniques and numerous experimental measures to spur growth. In the first half of the year, real GDP grew at only a 1.2% annual rate while real per capita GDP increased by a minimal 0.3% annual rate. Such increases are insufficient to raise the standard of living, which, as measured by real median household income, stands at the same level as it did seventeen years ago

Equities: Is the Bull Market Under a Threat?
by Keith Wade of Schroders Investment Management, 10/23/14
Equity markets have experienced a setback recently and this has led many strategists to question the longer term case for the asset class. However, we remain positive on shares and believe that equities can still generate an attractive premium for investors.

Despite Volatility, This Bull Is Likely to Charge Higher
by John Calamos, Gary Black of Calamos Investments, 10/22/14
As the fourth quarter begins, the market has found itself engulfed in anxiety. Volatility has surged in the equity markets while the 10-year Treasury yield has dropped to 2%-leading some to question whether this bull market is breathing its last breath. We believe: * Global GDP growth will likely be in the 2.0%-3.0% range. * The U.S. is in the 5th or 6th inning of recovery, with slow but improving growth. * Despite the surge in volatility, this bull market has more room to run. * A balance of secular and cyclical growth companies presents the most attractive portfolio for this mid-cycle phase.

Getting Your Boss to Understand You
by Beverly Flaxington, 10/21/14
My boss does not understand me. Every time he asks me to do something, he criticizes my work. Everything I submit is "wrong" and needs to be redone. I'm pulling my hair out (and I didn't have much to start with). How do I get him to see what I am doing in a positive light?

How to Compete with Online Advice: The Historical Lessons
by Dan Richards, 10/21/14
Online start-ups offering low-cost investment advice have received lots of attention, not to mention over $200 million dollars in venture capital. What lessons does history offer on the likely impact of online advice? And based on what's happened in the past, how can advisors respond to this new threat?

The Price We Will Pay for Cheap Oil
by Richard Vodra, 10/21/14
Suddenly in June, oil prices started dropping, reaching levels unseen since 2010. What is going on? Why does the price of oil matter to financial advisors? What might these fluctuations mean to the price and supply of oil for the rest of the decade? Isn't oil just another commodity?

Shift Your Focus to Gain AUM
by Daniel Solin, 10/21/14
Based on merit alone, I would entrust my own portfolio to almost every RIA that I have met. But merit is not the governing factor in most decisions.

A Treasury Market Disconnect
by Roger Bayston of Franklin Templeton Investments, 10/20/14
As the US economy continues to show signs of strength and the US Federal Reserve (Fed) continues to wind down its quantitative easing (QE) program, one would think the US Treasury markets would start reflecting a potential rise in inflation, and the eventuality of Fed monetary policy tightening. However, there has been a bit of disconnect in terms of behavior on the long end of the Treasury yield curve.

Weighing the Week Ahead: Is the Correction Over?
by Jeff Miller of NewArc Investments, Inc., 10/19/14
Was that the bottom? Nearly everyone is trying to time the market, so the financial media will focus on remaining risk versus signals of a bottom.

A Moody Market
by Doug MacKay, Bill Hoover of Broadleaf Partners, 10/17/14
For those that may not have noticed, stock market volatility has been on the rise in October, with more up and down 1-2% days and powerful intraday moves than we've seen since the Great Recession. Weak overseas economies, fears over what rapid declines in energy prices could mean, and Ebola are just a few of the factors that have been used to explain the disappointing action.

5 Things To Ponder: "Buy" or "Run"
by Lance Roberts of STA Wealth Management, 10/17/14
This past week investors to a blow from a sharp selloff in the financial markets. I have spilled quite a bit of ink in recent months discussing the probabilities of such as corrective event as the Federal Reserves current liquidity operation came to a conclusion this month.

Being Intelligent About Smart Beta
by Chris Richey of Neosho Capital, 10/17/14
Given the history of miracle cures, magic potions, sure things, and cant misses, you will forgive our skepticism as Smart Beta entered the financial lexicon over the past 3 years. Things promising to be smart often look very dumb in retrospect. But we were intrigued, if only because humility and competition demand an open mind.

Why High Yield, Why Now
by Tim Gramatovich, Heather Rupp of AdvisorShares, 10/17/14
Here are some of the reasons we believe that the high yield bond market looks attractive at current levels.

Optimizing a Portfolio Allocation to Gold
by Ade Odunsi of AdvisorShares, 10/16/14
Gold continues to be an attractive asset class that many investors wish to hold in their portfolios primarily for its diversification benefits and defensive characteristics during periods of high risk aversion in global markets. And notably many investors gain their gold exposure via exchange traded products given the ease of access, liquidity and the transparency they offer, particularly to retail investors who historically faced numerous barriers to holding gold in their portfolios.

Is Smart Beta Smart Enough?
by Richard Bernstein of Richard Bernstein Advisors, 10/15/14
As smart as smart beta might be, it is not smart enough to answer the most important question in beta management. The key to successful beta management, regardless of whether the beta is smart or dumb, depends primarily on the choice and timing of beta. A strategy that focuses on smart beta without consideration for full beta management seems very likely to underperform.

Bill Sharpe on Retirement Planning
by Robert Huebscher, 10/14/14

Bill Sharpe discusses topics at the forefront of financial-planning research: The role of annuities in a retirement portfolio, the proper glidepath for target-date funds, if investors should anticipate mean reversion in market returns and whether ESG- and SRI-oriented portfolios make sense.

Finally, a Five Handle!
by Brian Andrew of Cleary Gull, 10/14/14
Last Fridays jobs report was significant in that for the first time since July of 2008 the unemployment rate dipped below 6%. The September report indicated that the unemployment rate fell from 6.1% to 5.9%. While we have seen improvement in labor markets for some time now, the Fed still seems to want to take their time reducing stimulative policy.

Weighing the Week Ahead: Can Corporate Earnings Reports Reverse the Stock Market Decline?
by Jeff Miller of NewArc Investments, Inc., 10/12/14
Last week featured a low signal to noise ratio speech after speech, but little fresh information. This week heralds the start of earnings season. While we have a normal measure of government data, market participants will carefully parse the announcements and conference calls. This week will be all about earnings.

Warning: Market Correction This Week? Did You See the Opportunity?
by Frank Holmes of U.S. Global Investors, 10/11/14
While stocks fell around the world this week amid growing concerns over global economic growth, Europes slowdown cant stop emerging market population growth that drives long-term commodity demand. If the short-term market volatility concerns you, a solution is short-term tax-free municipal bonds. Check out the 5 Reasons Why.

Weekly Economic Commentary
by Carl Tannenbaum of Northern Trust, 10/11/14
Hong Kong gets occupied; U.S. corporate taxes: Fact, fiction and framing; Has the U.S. Treasury blunted the Fed's QE program?

Investing is Like a Baseball Season (Not a Football Season)
by Robert Isbitts of Sungarden Investment Research, 10/11/14
Rather than try to out-guess the market's trader element, we prefer to act consistent with what our objectives are for each strategy. Avoiding the big loss is a prime part of that. Tracking bounce days when market activity is getting increasingly concerning to us is not. Boring? Yes. Effective at keeping our clients retired? We think so.

Practical Policy Prescriptions to Help Offset Geopolitical Uncertainties
by Scott Mather, Greg Sharenow of PIMCO, 10/10/14
We believe Europe should relax fiscal budget constraints to allow for fiscal stimulus to offset any economic drag, while maintaining extremely accommodative monetary policy. The U.S. and its relatively newfound energy renaissance can also play an important role in supporting Europe and the global economy by signaling its intention to compete for energy market share.

Japan: Changes in Sentiment and Tokyo's Property Market
by Dilip Badlani of The Royce Funds, 10/10/14
In his second trip to Japan this year, Portfolio Manager Dilip Badlani observed a change in sentiment, though his bullishness on Japanese micro-caps remains unshaken.

Divergent Returns
by Jim Tillar, Steve Wenstrup of Tillar-Wenstrup Advisors, 10/10/14
The theme for this newsletter is volatility. Not only are we seeing volatility in financial prices, but also in economic data and in some indicators we use to gauge the market's risk level.

Japan Strategist Roundtable: Jesper KollWhat Is Different This Time?
by Jeremy Schwartz of WisdomTree, Inc., 10/10/14
When I spoke with Jesper Koll from J.P. Morgan Securities, one particular theme appeared in our conversation: Prime minister Shinzo Abe is an important catalystbut not necessarily the primary factorfor what is different this time in Japan.

The Fed's Invisible Hand, and Other Things to Think About
by Lance Roberts of Streettalk Live, 10/9/14
I have not been a huge advocate of the Federal Reserve's QE programs for the simple reason that outside of inflating asset prices, it has done nothing for the broad swath of the American economy.
Results 5,401–5,450 of 6,446 found.