Questions I'd be Asking If I Owned Tesla Stock
If I were long in Tesla’s shares I’d be asking certain questions. After all, you’re paying $50 billion for a company that trades completely on the spoils of future dreams.
The Danger in Private Real Estate Investments
A question I’m often asked involves the merits of investing in private real estate as an alternative to publicly available REITs. To answer that question, I will turn to the historical evidence.
The Long-Term Track Record for Factor Investing
A landmark study looked back at more than 100 years of data and 23 countries to determine if there are reasons to believe the cross-sectional patterns in factor returns will persist, or whether they were just anomalies that tended to disappear after publication.
A Summer Summary of Swell Stuff
A Proven Way to Boost Referrals
What Suits to Wear When it's a Scorcher
The Surprising Traits that Inspire Trust
How to Get Out Of Your Own Way
Treasury Bonds Are the Only Bonds You Need
The Unique Retirement Issues Facing Women
Robos Prevent Fee Compression (and don't cause it)
Why RIAs are Slow to Adopt No-load Annuities
June Jobs Report: 157K New Jobs, Unemployment Rate at 3.9%, Worse Than Forecast
ISM Non-Manufacturing: Continued Growth in July, at Slower Rate
June Trade Deficit at $46.35B
Markit Services PMI: Business Activity Remains Strong, but Softens in July
What is the Best Strategy for Investing in Egypt, Nigeria, and South Africa?
Fed Stands Pat But Gets Ready to Bid Adieu to Meetings Without Pressers
2018 Midyear Outlook: Growth and Markets Picking Back Up
In his latest market outlook, Commonwealth CIO Brad McMillan suggests there will be faster economic growth and market appreciation in the second half.
2018 Perspectives Mid-Year Outlook: Tailwinds, Headwinds, and Investment Implications
Given an improving global growth story and rising asset prices, what do we expect for the remainder of 2018? In this outlook, Pacific Funds investment managers discuss insights, themes, and trends that may shape the market for the rest of the year.
The Integrated Core Approach to ESG: The Case for the Next Generation of ESG Investing
The merits of ESG investing have been trumpeted for years. So why have asset flows to date lagged across retail and advisor channels? We believe that a disjointed array of investment approaches and weak risk-adjusted performance versus non-ESG alternatives has inhibited uptake. However, we also believe that the mainstream investor marketplace is eager for ESG products that combine an integrated approach to ESG best practices with enhanced risk-adjusted returns.
Investment Outlook July 2018
Momentum in the US economy relative to the rest of the world should keep the Fed on its current path to higher short-term interest rates.