Outlook for the listed infrastructure asset class

Infrastructure asset class

Infrastructure spending has been in the headlines recently given political priorities globally. Now may be a good time to brush up on knowledge of potential listed infrastructure investment opportunities.

February 13, 2017 Categories: Portfolio Corner

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Sand running through the bulbs of an hourglass

DOL rule not delayed after all

Confused about the DOL fiduciary rule implementation deadline? We’ve got you covered in this update (as of Feb 7, 2017).

Feb 7, 2017 Categories: The Science of Advising
Looking for more reasonably priced investment opportunities? Consider looking beyond U.S. borders.

U.S. stocks appear expensive. But where to consider investing instead?

The U.S. stock market appears expensive relative to its history – and especially relative to non-U.S. developed and developing markets. Do your clients’ portfolios reflect this

Jan 31, 2017 Categories: Portfolio Corner
Factor-based investing

Factor-based investing – are you and your clients up to speed?

A number of trends are making factor investing a potentially attractive investment option for many investors.

Jan 24, 2017 Categories: Portfolio Corner
DOL preparedness, now or later

In an uncertain DOL environment, a potential implementation path for advisors

As the DOL fiduciary rule’s April 2017 implementation deadline looms (recent attempts to delay it notwithstanding), make sure you’re prioritizing your time and energy appropriately.

Jan 17, 2017 Categories: The Science of Advising
2016 in review

2016 was quite a ride for investors

Despite a tough start to the year and some unexpected, market-moving events throughout the year, all major asset classes remarkably finished 2016 in positive territory

Jan 10, 2017 Categories: Portfolio Corner
Muni bond outlook

Setting expectations for taxable clients in 2017

Municipal bonds may help taxable portfolios weather potentially volatile markets in 2017 as capital markets adjust to the new Administration’s policies and approaches.

Dec 29, 2016 Categories: Portfolio Corner
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