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Behavioral Finance
[Presentation Slides] Be the Calm in the Storm with a Behavioral Practice Model | Webinar 1
2020 has been an unprecedented and emotionally-charged ride — the most difficult for advisors in over a decade. Yet as the year ends, significant uncertainty lingers regarding the markets, the economy, and the election that continues to rattle investor nerves.
Behavioral Finance
Behavioural Advisor: Does the Election Matter?
The presidential election has generated especially strong emotions this go-around. Both sides fear the other candidate will win and many believe that as a result the economy will go into a death spiral. This fear is driving many investors out of the market, waiting on the sidelines for the outcome. A look at past elections and market returns suggests they’ll be missing out.
Active/Passive Management
Federated Hermes tilts toward value
This piece is approved to use with clients.
Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Active/Passive Management
Advisor Perspectives: The Dawn of a New Active-Equity Era
Is the market environment turning favorable for active equity managers? It seems a strange question to ask in the midst of a pandemic and heightened market volatility, but history tells us that it is during just such turbulent times that active managers excel. There is accumulating evidence that market conditions are growing more attractive for showcasing stock-picking skills.
Fixed Income Insights
Seeking opportunities in a 'crooked U' recovery
This piece is approved to use with clients.
Dramatic dislocations offer selective potential upside in fixed-income credit.
Fixed Income Insights
For fixed income, it's a tale of two walls
This piece is approved to use with clients.
A wall of worry vs. a wall of liquidity is limiting back-half options.
Fixed Income Insights
Entry points for emerging markets
This piece is approved to use with clients.
Attractive valuations exist across IG and high-yield credit segments.
Active/Passive Management
Turbulent times call for a little ballast
This piece is approved to use with clients.
And investors may find some by including a balanced approach in their portfolios.
Behavioral Finance
Invest for The Decade, Not the Year
Sharing helpful data like decade-returns of the market can motivate investors to focus on the long-term and avoid costly behavioral mistakes.
Client Relationships
Delivering Impactful Client Review Meetings
What Are Our Clients’ Expectations?