Archive

Posts Tagged ‘keeping clients invested’


Non-US stock markets

3 indications that non-U.S. stock markets can be great again under Trump

Trump’s victory, rising economic populism on both sides of the Atlantic and poor recent performance of European markets notwithstanding, we believe fundamentals suggest better prospects ahead for non-U.S. equities.

Dec 13, 2016 Categories: Portfolio Corner

7 proofs that bonds don’t always go down when rates rise

History shows that in the past 7 U.S. interest rate hike cycles, average bond returns have been positive. That may hold true again in today’s rising rate environment.

Dec 6, 2016 Categories: Portfolio Corner
Emerging Markets

What next for emerging markets under Trump?

Although President-Elect Trump’s anti-trade campaign rhetoric casts some shadows of doubt on emerging markets investments, opportunities remain, particularly for nimble investors with commensurate risk tolerance.

Nov 29, 2016 Categories: Portfolio Corner
Post-election outlook for interest rates and bonds

Post-election outlook for interest rates and bonds – and why we believe now’s not the time to dump bonds

The sharp rise in interest rates since the Nov. 8 elections has been challenging for many bondholders. Help your clients avoid knee-jerk “sell” decisions in response.

Nov 24, 2016 Categories: Portfolio Corner
3 reasons why low-volatility stocks may be today’s wolf in sheep’s clothing

3 reasons why low-volatility stocks may be today’s wolf in sheep’s clothing

The “low-volatility” label may be increasingly misleading as valuations in that segment of the market appear comparatively stretched and the trade is getting crowded.

Nov 15, 2016 Categories: Portfolio Corner
Presidents, politics, surnames, and stocks

Presidents, politics, surnames… and stocks

The data shows that predicting Presidents and political parties should not influence portfolio positioning.

Nov 3, 2016 Categories: Portfolio Corner
4 habits of successful investors in volatile times

4 habits of successful investors in volatile times

The typical news cycle about the upcoming elections, low returns and high volatility have caused concern among many investors unsure about how to best position their portfolio. Four key habits of some of the most successful investors may help.

Oct 4, 2016 Categories: Portfolio Corner
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