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Investment Selection
Why Manager Selection is Critical for Alternative Investors
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.
Market Updates
Weekly Investment Commentary: Stock Prices Rise, but Investing is Becoming More Challenging
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.
Industry Insights
Celebrating Earth Day 2018: 5 Ideas to Help Your Clients Implement Environmentally-Conscious Investment Strategies
The rapid growth of impact investing suggests more investors are seeking to align their investment dollars with their values. Understanding your clients’ values and guiding them to making investment decisions reflective of those values can be key to deepening your client relationships.
Market Updates
Fixed Income Update: Treasury Yields Rise on a Slightly More Hawkish Fed
U.S. Treasury yields rose for a third consecutive week, as domestic political and geopolitical developments appeared increasingly favorable for open global trade. A June hike is now regarded as a 90% probability, as inflation approaches the Fed’s 2% target and the labor market tightens further.
Market Updates
A Macro View – Trendy Tech and its Impact on Markets: Could Indices be De-FAANGed?
Investors who have been tuned into the latest financial news likely would have noticed the headlines that technology-related stocks are garnering yet again. In recent weeks, volatility has come back to these stocks, leading investors to question whether their multiyear advance...
Investment Selection
Advisor Choice: Build It or Buy It?
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.
Industry Insights
Quarter End Q&A - 1Q18
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.
Market Updates
April 2018 Market and Economic Outlook
On this week’s podcast (recorded April 13, 2018), Leigh provides a brief review of the markets.
Market Updates
The Bid: Is the U.S. Leading a New Market Regime?
In this episode of The Bid, Chief Investment Strategist Richard Turnill joins us to discuss the shift in momentum from global to domestic, and what this might mean for markets.
Fees/Transition to Fee-Based
Why Practice Management Is Not Enough. And Why It’s Time to Transition.
Russell Investments believes practice management programs require a significant shift in focus to further drive advisor success. Here’s how they plan to do it.
Planning/Behavioral Finance
What Do Rising Rates Mean for Investors?
With the surging economy and the recent shift in monetary policy, many investors are worried about rising interest rates and potential inflation. A little historical information can provide valuable perspective.
Market Updates
Looking for Quality Growth in a Volatile World
Despite the weak start to 2018, the Invesco International and Global Growth team sees positive signs among a number of important Earnings, Quality and Valuation (EQV) measures.