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Archive for the ‘Portfolio Corner’ Category


Beware of betting big on U.S. stocks

Grandfather clock

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.

June 27, 2017 Categories: Portfolio Corner
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.

Jun 20, 2017 Categories: Portfolio Corner
Debunking active management myths – Part 2

Debunking active management myths – Part 2

Most investors appear to be interpreting the struggles of large cap U.S. equity funds as a failure of active management in general. We beg to differ.

Jun 6, 2017 Categories: Portfolio Corner
The muni market comes to its senses

The muni market comes to its senses – with still more potential upside

One third of the way into the new year, Senior Portfolio Manager, Albert Jalso, offers an update on the municipal bond market and how it has fared since his 2016 year-end outlook for the asset class.

May 2, 2017 Categories: Portfolio Corner
A framework for switching to tax-managed investing

A framework for switching to tax-managed investing

Consider these three factors when evaluating whether to switch to tax-managed solutions now.

Apr 27, 2017 Categories: Portfolio Corner
Factors in multi-asset

Multi-Asset investing: How might factor exposures help?

Applying smart beta within multi-asset portfolios involves several implementation questions including the sizing of positions and the choice of vehicle.

Apr 11, 2017 Categories: Portfolio Corner
Active versus Passive

Debunking active management myths – Part 1

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.

Mar 28, 2017 Categories: Portfolio Corner
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