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Archive for the ‘Portfolio Corner’ Category


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

US small cap stocks

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

September 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
Active vs Passive

Active vs. passive: Should you use both in fixed income?

The debate between active and passive management in fixed income continues. We take a look at both sides of the coin for investors.

Aug 1, 2017 Categories: Portfolio Corner
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
Grandfather clock

Beware of betting big on U.S. stocks

History suggests that today’s stretched U.S. stock valuations are likely to be followed by a period of low returns. “Buy low, sell high” seems like a particularly good response.

Jun 27, 2017 Categories: Portfolio Corner
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