Recent active manager performance may well be testing your – and your clients’ – patience. Here are some reasons why it shouldn’t shake your faith in active management, though.
Let’s take a closer look at a few of the indicators on the May 2015 Economic Indicators Dashboard and decipher what they may mean to the macro environment.
What’s the state of the U.S. economy? Check out the Economic Indicators Dashboard | How does your business compare to your peers? Calculate your Advisor Health Index | How have asset classes performed recently? Explore the Asset Class Dashboard
For most people, a toll road is simply another expense. But that doesn’t have to be the case. Investing in toll roads, or other infrastructure assets, may be an attractive addition to a diversified portfolio.
The April 2015 Asset Class Dashboard shows a strong month for Non-U.S. equities – especially Emerging Markets. The divergence in returns may remind investors of the potential power of diversification, and the importance of sticking with asset classes that underperformed in prior periods.
If your clients are ‘reaching for yield,’ it may be an opportunity for you to steer them towards a more diversified approach that seeks to achieve a ‘responsible’ yield.
The strong U.S. dollar tempered returns from non-U.S. investments for U.S. investors in 2014. But that’s not a reason to throw in the towel on global investing.
Millennial investors tend to share the Silent Generation’s strong aversion to risk. How can advisors help counter that predisposition?