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.
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.
The data shows that predicting Presidents and political parties should not influence portfolio positioning.
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.
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.
A hypothetical balanced index portfolio held up well in the first quarter of 2015.
Improved sentiment in Europe helped non-U.S. stocks (Russell Developed ex-U.S. Large Cap Index) outpace U.S. equities (Russell 3000® Index) in February. Other asset classes held their own, too.