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.
Four scenarios for China’s economic crossroads
China faces a challenge: balancing short-term stability with long-term sustainability in an economically viable way. To avoid stagnation, it needs strong structural reform. But too much top-down interference could impede growth. Learn which Chinese factors may have an impact on the global economy and financial markets.
Pricing Your Advisory Business
Take a fresh look at pricing your advisory business. Download our free guide to learn how small changes to your fee structure can have a big impact on your bottom line, protect you against market downturns and withdrawals, and entice clients to consolidate more assets with your firm.
The Rise of Fixed Income ETFs
Recent uncertainty has fueled inflows into fixed income assets, despite expected federal interest rate hikes and record-setting growth in equities. But given the “aging of America” and the fact that investors can anticipate longer retirements, we believe demand for fixed income will continue to grow.
However, well-diversified investment in individual bonds can require a great deal of money and time. This white paper discusses challenges on the horizon for fixed income investors, and why fixed income ETFs are among the fastest-growing vehicles in the marketplace.
Loomis Sayles' Investment Outlook
The ongoing economic and profits recoveries mean global risk assets could see modest upside from here.
Climbing the Wall of Optimism
Will markets be able to climb the wall of optimism given the recent surge in consumer and business confidence driven by the policy actions of the new U.S. president's administration? Pacific Funds portfolio managers discuss market sentiment, potential economic growth, and their outlook for the balance of 2017.
Putting a value on value: Quantifying advisor’s alpha
Investor needs change, and so should the resources you use to meet those needs. Learn five ways to quantify the benefits of advisor’s alpha, including the potential for increased client returns and developing your skills as an advisor.
Tune out the noise—expect more modest returns
Discover why 2016’s widespread market predictions were incorrect, how the global economy is shifting toward positive stabilization, and what Vanguard expects from portfolio returns in the next few years.
Your Business, Your Way
Download our free side-by-side comparison of the five affiliation models that deliver what your business needs at every stage of its evolution. You’ll learn that however you serve your clients, Commonwealth delivers the infrastructure that has you covered.
Euro Area Political Risks Rise To The Fore
In 2017, the risks to the euro area stem from politics, not the economy.
The Case for Hedging Inflation: Reducing the Fear of Inflation with TIPS
Investors have used U.S. Treasury Inflation Protected Securities (TIPS) since 1997 to seek protection from the threat of inflation. However, attempting to target TIPS duration to match portfolio risk exposure can consume unanticipated time, effort, and fees. This white paper discusses two focused TIPS exchange traded fund strategies that seek near-constant duration exposures despite shifts in inflationary expectations and interest rates.
Outlook 2017: Faster Growth Likely as Recovery Accelerates
2016 was the year that the U.S. economy continued to normalize despite considerable turmoil, both political and economic. Now, as we look ahead to the new year under a newly elected president, what can we expect from the economy and market?
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