The Five Most Powerful Growth Hacks
Whether you follow a systematic approach to growth or are looking for an “easy button,” growth hacks are a path that any practice, team or individual advisor can leverage.
Low Volatility is the equity factor winner for 2018
In the fourth quarter, Dividend Yield was also a strong competitor.
US Equities: Could 2018 Pain Become 2019 Gain?
With US stocks facing multiple risks, it’s easy to lose sight of the positive trends that could help the market recover. In 2019, investors should search for select stocks with the right attributes to produce positive surprises in a potentially tricky market environment.
US/China Trade Conflict Creates Factor Opportunities
Low Volatility and Quality offer potential benefits in stressed markets.
Understanding Market Cycles
I was digging through some old charts over the weekend and stumbled across this gem from AlphaTrends which explains the “best time to buy stocks.”
Mapping the Influence of AI and Machine Learning
The evolution of artificial intelligence (AI) has rarely been far from the headlines in recent years. Its influence now reaches into nearly every sector and geography and holds economic and political ramifications that many experts say are on par with the start of the Industrial Revolution in the 18th Century.
Gold and Commodities Set to Soar in 2019
Goldman Sachs is bullish on commodities and gold, recommending an overweight position for both. The investment bank also raised its 12-month price forecast for gold up to $1,425 an ounce, a level last seen in August 2013.
Will the Real Market Please Stand Up
The markets have not been kind to investors lately. There were precious few bright spots in the recent quarter, and it seems there was nowhere to hide, except cash. Our instincts, however, tell us that cash is not a long-term solution.
ECRI Weekly Leading Index Update: "Colliding With the Economic Cycle – Again"
This morning's release of the publicly available data from ECRI puts its Weekly Leading Index (WLI) at 143.4, up 2.1 from the previous week. Year-over-year the four-week moving average of the indicator is now at -2.86%, down from last week. The WLI Growth indicator is now at -6.51, also down from the previous week.
Fixed-Income Outlook: Three Themes We’re Watching in 2019
The past year was a rough ride for bond investors. Will 2019 deliver more of the same?
2019 Outlook - Party On or Party Over?
Free from a house view on economies, markets or stocks, J O Hambro CapitalManagement’s (JOHCM) fund managers invariably see the world in different ways. We asked a number of our managers for their thoughts on the outlook for their asset class next year, what they would like to see and the possible surprises that 2019 could bring.
A Silver Lining in Our Futures
Steuern! I always liked that word, it seems to exude a no nonsense seriousness. It’s a German verb meaning Control, or to be in control of, something that seems to have been singularly lacking in the markets these last few days.
The Hidden Advantage of Long/Short Portfolios
Today I’ll look at the conventional wisdom that the tax burden of an investment strategy increases with its turnover. In addition, I’ll discuss why short selling is perceived to be particularly tax inefficient.
Excellent Adventure or Bogus Journey? How the Next Recession May Unfold
We believe the U.S. is likely to experience a recession by the end of 2020. How might it stack up to previous ones?