Years from now, we may recall 2016 as the year when political risk became a constant presence hovering over the investment landscape. But fear not: there are ways for investors who rely on fickle global credit markets for income to turn the turbulence to their advantage.
Financial metrics such as P/E ratios, price to cash flow ratios, PEG ratios, price to sales ratios, price to book value, and many others, should be thought of as tools in the investor’s toolbox.
Over the past couple of years, we added some high-quality floating-rate securities to the portfolios, believing the Federal Reserve would increase short-end rates at some point as both real gross domestic product (GDP) growth and inflation were low but notably positive.
When the presidential election is over, investors can focus on what is going on in the world economy and what future investment opportunities are lurking out there.
It’s Halloween, so what else could we do but write about what might scare the markets?
This piece brings together all the Private Wealth Management research teams on a topic of common interest and current importance.
Bob Veres recently summarized how he views his role as a journalist for financial advisors. We thought we would share it with you, because it also encapsulates our approach to advancing the advisory profession.
Smart beta. Empirical finance. Evidence-based investing. These terms, which were in the periphery of the investment vernacular just 10 years ago, have become the investment world’s most popular memes today. Why?
Closed-end funds may offer attractive income potential to long-term investors searching for yield, says Jon Diorio of BlackRock.
The last two OMR’s have talked about the long-term debt. I believe it is the significant headwind we face. As CMG’s Brian Schreiner said to me this week, “The math doesn’t allow for a soft landing.” Read on and please let me know what you think.
Be it how hedge fund returns have been struggling over the past year or how index funds have been gaining some traction, there has seemed to be much in the financial media over the past few weeks about the challenges facing active management.
We all know that our government and its agencies are very good at reacting to a real or perceived crisis with new laws and regulations designed to reduce the chances of another similar event occurring. The most recent example of this concerns the cost and availability of health care.
Now’s the time to get real. Now’s the time, in a world of paltry bond yields and meager dividends, to make an honest assessment of your portfolio’s long-term expected return.
It was an interesting quarter in the fixed income markets and the municipal markets in particular, ranging from "Brexit" in the United Kingdom to the Federal Reserve Board (Fed) threatening to raise the Fed funds rate yet again (sounding like "Chicken Little").
A recession is not imminent and investors should be skeptical of those who claim the market is vastly overvalued, according to Liz Ann Sonders.
I’ve written a great deal about debt. In last week’s piece, I showed the enormity of the problem. Growth is slow and I believe will remain in the 1.5% range. Not good enough.
Given the heightened interest in dividend strategies, I’ll take a look at how some of the leading providers of actively managed dividend-based strategies have performed.
A review of the month’s market-moving events across countries and asset classes.
We take a closer look at market technicals and sentiment this week with the historically volatile second half of October upon us. Although there has been some near-term volatility and equity weakness, the longer-term technicals on equities continue to look very strong.
Like the Enigmatic Title Role in the Play Waiting for Godot, a Resolution Regarding Global Monetary Policies Remains Elusive. But Perhaps We’re Waiting in the Wrong Place.
In the context of investing, the term 'sustainability' lacks sharply defined boundaries. This broad label tends to create more confusion than clarity, prompting some advisors to simply skip it and move on.
The analogy between the stock market and poker has always been irresistible. Interestingly, the stock market increasingly resembles a low-stakes recreational game among friends and less the sort of ‘there goes the ranch’ game favored by cutthroat professionals.
We have normal week for economic data, and a big week for earnings reports. The last Presidential debate will grab headlines. We have been monitoring these factors for weeks, but something new is showing up in the data.
Arnold Palmer! Well done our wonderful friend, well done. And welcome home!
CCR Wealth Management’s Outlook communication seeks to update our clients on market conditions currently affecting or which may affect asset values and investment performance.
Today, let’s take a look at the most recent market valuations. Hint and not a surprise: both stocks and bonds remain expensively priced. Value? Not today. Especially in the bond market.
It appears there’s no shortage of investor love for municipal bond funds.
Colombian voters narrowly defeated a government-sponsored peace accord with FARC insurgents, surprising pollsters and dashing President Juan Manuel Santos’ desire to end the five-decade conflict and cash in on a peace dividend.
One of the rarest traits on Wall Street is patience, yet patience is one of the biggest secrets of successful investing.
My coaching clients tell me they are losing wealthy clients to robo-advisors. They want advice on how to better articulate their value proposition.
Harold Evensky's quarterly letter to his readers.
