August 2014 Market Review

Markets in perspective – August 2016 in review – The calm after the storm

August finished as a relatively quiet month in the capital markets compared to June. Maintaining a disciplined approach and staying diversified can help investors if volatility returns to the markets this fall.

Sep 13, 2016 Categories: Economic Insights
A cure to bad investor behavior

A cure to bad investor behavior: the “sure bet portfolio”?

Imagine if you could offer your clients a “sure bet portfolio.” Would it ensure perfect investor behavior?

Sep 6, 2016 Categories: Portfolio Corner
Economic Indicators Dashboard Featured

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

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

Aug 30, 2016 Categories: Economic Insights
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
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