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Archive for the ‘Portfolio Corner’ Category


The potential return and yield opportunity of infrastructure

Industrial container freight Trade Port scene at sunset

Seeking additional sources of yield and total return? Consider infrastructure investments for clients with commensurate risk tolerance.

October 12, 2017 Categories: Portfolio Corner
Downside protection

Why downside protection may matter more than upside growth

Portfolio Analyst Stella Liu explains why, in today’s environment, we believe preserving capital may be more important than chasing growth.

Sep 26, 2017 Categories: Portfolio Corner
Commodities

Do I really need commodities in my portfolio?

Is there still value in maintaining an allocation to an asset class that has returned double-digit negative returns over the past five years (ending June 2017)? Give me a reason (or three) to keep it.

Sep 21, 2017 Categories: Portfolio Corner
US small cap stocks

Is something wrong with U.S. small cap stocks?

U.S. small cap stocks have disappointed many investors this year. We see potential upside for four key reasons.

Sep 14, 2017 Categories: Portfolio Corner
Sustainable investing

ESG, SRI, Impact investing – what do they mean?

Make sure you’re prepared for increasingly common client questions about “responsible investing.” Use this crib sheet to navigate the topic and deepen your client relationships.

Aug 31, 2017 Categories: Portfolio Corner
Municipal bonds

Is tax-reform a threat to tax-exempt bonds?

Many muni bond investors worry about the impact of potential tax reform. In contrast, we see 7 reasons why Munis may be unaffected by the new tax regime.

Aug 23, 2017 Categories: Portfolio Corner
The taxable downside to improved international stock returns

The taxable downside to improved international stock returns

Many globally-diversified investors are finally being rewarded by better performance only to potentially have those returns eaten up by taxes. How is that possible and what can advisors do to help?

Aug 8, 2017 Categories: Portfolio Corner
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