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Author Archive for Sophie Antal Gilbert


Beyond borders: Why global diversification still matters, Part 2

Here’s the conclusion of our conversation on why we believe global diversification still matters. We dig deeper into which parts of the globe offer better potential.

November 27, 2018 Categories: Portfolio Corner

Beyond borders: Why global diversification still matters, Part 1

Check out the first part of our conversation on why we believe global diversification still matters. We focus on the likely causes of the current disparity between the U.S. and other markets, as well as the risks we see in U.S. equities going forward.

Nov 15, 2018 Categories: Portfolio Corner

Multi-factor investing, demystified: Part 2

Here’s a recap of the second part of our podcast on multi-factor investing, examining the strategy’s potential pitfalls.

Nov 8, 2018 Categories: Portfolio Corner

Multi-factor investing, demystified: Part 1

Here’s a recap of the first part of our podcast on multi-factor investing, answering frequently asked questions such as: What is a factor? What are some common factors? What is multi-factor investing? Why is multi-factor investing so popular today?

Nov 6, 2018 Categories: Portfolio Corner
Two plants of differing sizes, symbolizing differences from yield vs. total return approach

Tax-implications of yield vs. total return approaches to drawing income

Income-seeking investors face slim pickings in today’s low-yield environment. Make sure your clients aren’t reaching for yield beyond their risk tolerance and help them choose an investment approach designed to maximize their after-tax income.

Nov 30, 2017 Categories: Portfolio Corner, Tax Talk
Something to write home about

Something to write home about: Emerging markets crushed U.S. stocks & bonds in 1H2017

The last 12 months have been rewarding for globally diversified investors who held onto their emerging markets exposure—and there may still be more rewards to come.

Jul 25, 2017 Categories: Portfolio Corner
Income investing

Two considerations for today’s income investors

With interest rates rising, income-seeking investors may have an easier time meeting their income targets. That said, risks remain.

Feb 28, 2017 Categories: Portfolio Corner
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