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Author Archive for Johann Schneider


Debunking active management myths – Part 1

Active versus Passive

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.

March 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
March 2014 Markets in Perspective

Markets in Perspective – March and 1Q review

A hypothetical balanced index portfolio held up well in the first quarter of 2015.

Apr 16, 2015 Categories: Economic Insights
Markets in perspective February 2015

February Market Update – strong month for equity investors

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.

Mar 12, 2015 Categories: Economic Insights
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