Given fiscal uncertainties in the U.S. and pressure in the Eurozone, coming into 2013 few investors expected double-digit gains for U.S. equities in the new calendar year, let alone in its first quarter!
If only weighing the relative merits of investing in national versus state-specific municipal bonds could be as simple as “want a lower tax bill? Invest locally.” Instead, evaluating things like required yield, cost savings and life diversification are among the keys to making an informed investment decision about municipal bonds.
In this post we explore how today’s interest rates have investors searching for yield and how the impact of potential rate increases in the future might affect their portfolio…and behavior.
The focus of this next post, in a series about investing in alternative assets, is on educating your clients on the unique characteristics and additional risks in the alternatives space.
We all work hard to engage clients in meaningful conversations to help them achieve financial security. With women playing a larger role in financial decision making, the question becomes how do you engage more thoughtfully with your female clients and prospects?
You can ask five people in the investment community and it’s likely you will get five different answers to the question: “What is an alternative investment?” For some, alternative investments equate to hedge funds, for others it includes real assets, frontier markets and emerging market debt and equities. So what role can alternatives play in an investor’s portfolio?
Emerging markets will most likely be major contributors to the growth engine that pulls the world out of the economic doldrums. Russell believes there is no more important emerging market country than China.