Economic Indicators Dashboard – July 2016 – Brexit? So last month!

Economic Indicators Dashboard Featured

Volatility subsided in July as the markets shrugged off near-tem concerns regarding the economic impact of Brexit.

August 30, 2016 Categories: Economic Insights

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

Lurking tax hit in many Non-U.S. Equity Funds

Beware the lurking tax hit in many non-U.S. equity funds

A tax code change made in 2010 has the potential to materially impact after-tax returns in coming years. Non-U.S. equity funds may feel the pinch the hardest.

Aug 23, 2016 Categories: Portfolio Corner

Year of the Comeback? Portfolio Diversifiers Rally in first half of 2016

After some challenging periods, portfolio “diversifiers” like commodities, global infrastructure and global high yield seem to be making a comeback. That’s good news for investors who stuck by global, multi-asset investing.

Aug 16, 2016 Categories: Portfolio Corner
July Markets in Perspective

Markets in perspective – July 2016 in review – Bouncing back from June woes

Following a volatile end to the second quarter, most global capital markets bounced back with strong performance in July turning all asset classes positive for the year-to-date.

Aug 11, 2016 Categories: Economic Insights
narrow market leadership

Go where most passive investors don’t: The “left over” 77% of the U.S. stock market

A small group of U.S. companies have performed extremely well over the past 12 months (ending May 2016) and made the valuation of the overall U.S. equity market (Russell 1000® Index) more expensive. We believe that this creates stock-picking opportunities for skilled active managers.

Aug 2, 2016 Categories: Portfolio Corner
Economic Indicators Dashboard Featured

Economic Indicators Dashboard – June 2016 Update – The volatility rollercoaster

The key indicators in the Economic Indicators Dashboard reflected the volatility investors experienced in June 2016.

Jul 26, 2016 Categories: Economic Insights
Market timing - As tricky as ever

Market timing – as tricky as ever

Recent volatility has reinforced the benefit of staying the course. Trying to time the market to miss the worst days requires two decisions – getting out and getting in. It’s hard to get one correct, let alone both.

Jul 19, 2016 Categories: Portfolio Corner
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