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Author Archive for Mike Smith


Is now the time to reduce bond exposure?

Is now the time to reduce bond exposure?

Basic math suggests that selling out of bonds before interest rates rise is a no-brainer. If only it was that simple.

June 20, 2017 Categories: Portfolio Corner
Looking for more reasonably priced investment opportunities? Consider looking beyond U.S. borders.

U.S. stocks appear expensive. But where to consider investing instead?

The U.S. stock market appears expensive relative to its history – and especially relative to non-U.S. developed and developing markets. Do your clients’ portfolios reflect this

Jan 31, 2017 Categories: Portfolio Corner
2016 in review

2016 was quite a ride for investors

Despite a tough start to the year and some unexpected, market-moving events throughout the year, all major asset classes remarkably finished 2016 in positive territory

Jan 10, 2017 Categories: Portfolio Corner

7 proofs that bonds don’t always go down when rates rise

History shows that in the past 7 U.S. interest rate hike cycles, average bond returns have been positive. That may hold true again in today’s rising rate environment.

Dec 6, 2016 Categories: Portfolio Corner
Post-election outlook for interest rates and bonds

Post-election outlook for interest rates and bonds – and why we believe now’s not the time to dump bonds

The sharp rise in interest rates since the Nov. 8 elections has been challenging for many bondholders. Help your clients avoid knee-jerk “sell” decisions in response.

Nov 24, 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
Rollercoaster

2 reasons not to give up on the value premium yet

The value factor has not paid off in the past 14 years. Is it passé to expect it to outpace growth?

May 26, 2016 Categories: Portfolio Corner
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