How Infrastructure Companies Could Rebuild the World
Contemplating Value in Emerging Markets Intelligently, with a Little Help from Ben Graham
TESTING The S&P 500, Dow and Nasdaq Since Their 2000 Highs
testing 3 A Closer Look at Yesterday's ADP Employment Report
Attempt 2: Margin Debt and the Market
The Latest Look at the Total Return Roller Coaster
The key to using active funds: Setting client expectations
Prepare clients for active fund volatility.
Are Factors Linked To Business Cycles?
There isn’t convincing evidence that a style-timing strategy, based on business cycles, can be expected to be profitable going forward.
Your Secret Weapon against Fee Compression
Before every talk, I ask participants to send me their most pressing concerns. At, or near, the top of every list is “justifying fees.” That concern will grow as technology invades every aspect of the advisory industry. But you have a secret weapon that few advisors will use effectively to respond to this challenge.
A Generational Gap in Digital Marketing?
When You Fear a Client has Dementia
Three Ways Female Financial Advisors Can Help Other Women
Antifragility, Path Dependency, and Value Investing (Part 2)
Gregg Fisher – The Advantage of Multi-Factor Investing
The Dishonest Claims about Healthcare
Our Survey Results: The Asset Managers Advisors Recommend to Their Peers
Why the Size Premium Won’t Disappear
3 questions you need to answer when choosing factor-based products
Loomis Sayles FX Trading: Capabilities, Strategies & Solutions
FX trading involves infinite complexities, opportunities and risks. Loomis Sayles breaks down some of the concepts and describes the firm's approach.
The Risk Contribution of Stocks: Part 2
Part 2 of 3: Most investors tend to believe that stocks are a good—perhaps even the best—investment in the long run. However, the reason for expecting good performance from stocks is perhaps not always clearly articulated: Quite simply, it is because they are risky.
2018 Outlook: Room to Run? Or Has the Cycle Hit Its Peak?
2017 brought economic expansion and record markets that were largely unexpected. As we approach the New Year, many are left wondering if that growth will continue, or if our business cycle has hit its peak. In the attached white paper, Brad McMillan, Commonwealth’s chief investment officer, looks at where we currently stand, what will determine the direction of the markets and economy, and where we’re headed in 2018.
Bricks and Clicks: The Changing Nature of Retail
In recent years, the retail industry has experienced major shake-ups, including the increasing popularity of e-commerce. But the rise in e-commerce has not impacted all retail sectors equally. To understand the implications of this shift, we interviewed the portfolio managers of Rothschild Asset Management Inc., subadvisor for Pacific Funds℠ U.S. Equity Funds.