Equity markets remain exposed to a number of serious risks, including trade issues, rising bond yields and inflation, stress in the banking system and political turmoil. The good news is that corporate earnings continue to improve, which will be critical if stock prices are to rise.
As the gig economy grows, more workers find themselves juggling their finances as they build their own businesses. Planning and discipline can help them achieve financial security as they pursue their dreams.
Tim Holland, Brinker Capital’s Global Investment Strategist, asks and answers those questions we think will be top of mind for your clients as they open their quarterly statements and think back on the quarter that was.
Manager selection is a question that all investors face, of course, but it’s especially critical for investors in alternatives because these managers have greater freedom in their investment strategies. This freedom leads to a wide dispersion between the top-performing and below-average alt managers, and that dispersion is typically greater than what is found in traditional equity investments.
Many investors who find impact investing potentially appealing have at the same time struggled with a notion that investing for the “greater good” will always be “concessionary,” that is, accompanied by some loss of financial performance.
One consideration advisors must weigh when contemplating outsourcing is the impact it may have on fees. With this in mind, we examined the economics of APM and FSP programs to help advisors determine which approach makes sense for their practice.