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Archive for the ‘Portfolio Corner’ Category


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
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
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