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Investing Ideas
As ETFs Boom, Trading Strategies Matter in a Volatile Market
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Capital markets haven’t been an easy road for investors to navigate in 2022, due to a bear market, red-hot inflation and rising correlations that have hampered diversification. Traditional safe havens for long-term investors have struggled too, with cash and Treasuries facing a rising-rate environment alongside historically high levels of market volatility. This uncertainty is one of the reasons behind what could be a record-breaking year in trading volume for exchange-traded funds (ETFs) due to their ability to provide investors with access to a wide variety of market sectors, attractive liquidity and low fees. In addition, many investors are using this vehicle for its tax-loss-harvesting properties as 2022 draws to a bumpy close. All of these benefits have led to a flurry of activity within ETF trading, with one sector in particular— actively managed ETFs—seeing a notable surge in popularity.
Investing Ideas
Equity Outlook: Bracing for an Economic Slowdown
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Spiking inflation, rising interest rates and growing fears of a US recession dominated global equity markets in the second quarter. While the outlook is very cloudy, it’s important to evaluate what types of strategies can help investors in an economic downturn.
Goals/Needs-Based Investing
What is a Risk Budget?
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Three Keys to Investor-Centric Portfolio Construction.
Investing Ideas
What is a Stock Worth?
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Implications for Equity Investing at Historic Valuations
Goals/Needs-Based Investing
What is a Risk Budget?
Three Keys to Investor-Centric Portfolio Construction.
Goals/Needs-Based Investing
Market Timing Whiplash
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When Market Experts Disagree
Goals/Needs-Based Investing
Stepping Forward in Confidence
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Investing through Market and Political Uncertainty
Goals/Needs-Based Investing
The Importance of Avoiding Big Losses
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The Best Way to Make Money, Is to Not Lose It — This post examines the claim that minimizing losses is more important to the ultimate success of an investment plan than maximizing gains.
Goals/Needs-Based Investing
Taking the Long View
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Short-Term Views May Fall Short for Goals-Based Investing: The risk to both retail and professional investors is tinkering and tweaking portfolios in response to short-term “noise” and recent performance. The primary objective for investors with long-term goals should be to achieve their goals on time. Long-term goals require a longer-term view of the markets and risks.
Goals/Needs-Based Investing
Trailing vs Rolling Returns
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Redefining the Conversation about Returns: Help investors keep their "eyes on the prize", or that long-term goal, while helping them to avoid getting caught up in the fixating of chasing short-term returns or 'beating the market'.