Archive

Author Archive for Johann Schneider


Beware of betting big on U.S. stocks

Grandfather clock

History suggests that today’s stretched U.S. stock valuations are likely to be followed by a period of low returns. “Buy low, sell high” seems like a particularly good response.

June 27, 2017 Categories: Portfolio Corner
Debunking active management myths – Part 2

Debunking active management myths – Part 2

Most investors appear to be interpreting the struggles of large cap U.S. equity funds as a failure of active management in general. We beg to differ.

Jun 6, 2017 Categories: Portfolio Corner
Active versus Passive

Debunking active management myths – Part 1

To give investors the highest likelihood of beating the benchmark, you need to find outperforming managers. And then you need to give your strategy time to pay off.

Mar 28, 2017 Categories: Portfolio Corner
3 reasons why low-volatility stocks may be today’s wolf in sheep’s clothing

3 reasons why low-volatility stocks may be today’s wolf in sheep’s clothing

The “low-volatility” label may be increasingly misleading as valuations in that segment of the market appear comparatively stretched and the trade is getting crowded.

Nov 15, 2016 Categories: Portfolio Corner
Presidents, politics, surnames, and stocks

Presidents, politics, surnames… and stocks

The data shows that predicting Presidents and political parties should not influence portfolio positioning.

Nov 3, 2016 Categories: Portfolio Corner

To team or not to team… it’s hardly a question anymore

Many advisors today are operating on a team basis. But creating an effective team isn’t always a slam dunk. Whether you’re re-engineering an existing team or creating a new one, read on for important aspects to consider.

May 5, 2016 Categories: The Science of Advising
Economic Indicators Dashboard Featured

Economic Indicators Dashboard – April 2015 update

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.

May 21, 2015 Categories: Economic Insights
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