Archive

Posts Tagged ‘keeping clients invested’


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

Year of the Comeback? Portfolio Diversifiers Rally in first half of 2016

After some challenging periods, portfolio “diversifiers” like commodities, global infrastructure and global high yield seem to be making a comeback. That’s good news for investors who stuck by global, multi-asset investing.

Aug 16, 2016 Categories: Portfolio Corner
Market timing - As tricky as ever

Market timing – as tricky as ever

Recent volatility has reinforced the benefit of staying the course. Trying to time the market to miss the worst days requires two decisions – getting out and getting in. It’s hard to get one correct, let alone both.

Jul 19, 2016 Categories: Portfolio Corner
Millennials are the future.
Engage them now.

Millennial InvestorSubscribe to the Helping Advisors Blog and receive a free copy of the Millennial Investor.

We will only use your email for Helping Advisors Blog updates.