Refine Search

Search Results

Results 1,251–1,300 of 2,793 found.

Author Q&A: Baruch Lev on the End of Accounting
by Team of GaveKal Capital, 9/20/16
“It quickly became clear to me that financial reports were not only completely useless, but they were actually misleading.” – Baruch Lev, NYU Professor of Accounting

Tactical Asset Allocation Update
by Global Asset Allocation Team of Columbia Threadneedle Investments, 9/13/16
The theme of gradual appreciation in overall asset prices, with temporary tantrum-style setbacks, remains in place.

A World of Pure Imagination
by Team of PIMCO, 9/13/16
A review of the month’s market-moving events across countries and asset classes.

The State of the IPO Market
by Team of Perritt Capital Management, 9/7/16
Investors continually debate the value of initial public offerings, or IPOs. On the one hand, investors see the soaring initial returns for a company after its IPO, and want to know how to think about investing in such a stock, and perhaps how to invest in the opportunity.

Why Global Bonds? This.
by Team of AllianceBernstein, 8/29/16
Hedged global bonds captured 96% of US bonds’ positive returns over the last 25 years. And, they preserved more capital during down periods, with a down capture of just 65%. Worried about negative rates abroad? Hedging into dollars boosts low and negative yields into competitively positive ones.

Thornburg Strategic Income Fund Second Quarter 2016 Commentary
by Team of Thornburg Investment Management, 8/18/16
With the recent passing of the U.K.'s "Brexit" referendum to leave the European Union, markets and investors were reminded that seemingly unlikely events can, do, and certainly will continue to occur.

Augmented Reality: From Pokémon Go to Negative Interest Rates
by TCH Fixed Income Team of BMO Global Asset Management, 8/17/16
Augmented reality as a concept has been popularized in recent weeks by the smash debut of Pokémon Go. With the seeming illogic of negative interest rates persisting, the term is also a rather apt descriptor for the global interest rate environment in 2016.

BCM 2Q16 Market Commentary and Strategy Update
by Team of Beaumont Capital Management, 8/11/16
The second quarter of 2016 remained relatively quiet until June 24th when the citizens of the United Kingdom voted in a historic referendum to determine the country’s future within the European Union.

Quarterly Letter
by Team of Grey Owl Capital Management, 7/28/16
US equity indices reached new, all-time highs following Britain’s late-June “Brexit” vote. Yet, domestic equity markets have essentially moved sideways for the past eighteen months. The same goes for global equities. Even the unassertive descriptor “sideways” overstates the case – the full path of US equity markets during the period included three bouts of significant downside volatility.

Advisors’ Views on Emerging Markets Investing
by Team of Calamos Investments, 7/11/16
To financial advisors, exposure to emerging markets is a means of gaining essential diversification for clients’ portfolios. At a time when growth is muted in the U.S. and elsewhere, emerging markets have the potential to drive returns, further helping clients achieve their investment objectives. But committing to emerging markets hasn’t been easy, on either advisors or their clients.

Restructuring Puerto Rican Debt Allows Path to Stability
by The BMO Tax-Free Fixed Income Team of BMO Global Asset Management, 7/11/16
On July 1, 2016, Puerto Rico defaulted on its debt payment of nearly $1 billion. This occurred the day after President Obama signed into law a bill that will provide a path towards economic and fiscal stability, including the ability to restructure the $72 billion in outstanding debt of the commonwealth. Learn more about the new legislation and its impact on tax-free fixed income funds.

Our Perspective on the Brexit Vote
by Team of Litman Gregory, 6/25/16
Britain's decision yesterday to leave the European Union roiled global markets today. Investors' significant negative reaction reflects several fears and concerns over the lasting impact of the vote. While we acknowledge Brexit may increase both the likelihood and magnitude of shorter-term downside risk, we have positioned our broadly diversified portfolios for resilience across a wide range of scenarios, including periods of increased volatility like this one. We will follow up if our assessment results in material changes to our views or portfolio positioning.

A Look at the Municipal Bond Market
by Team of Litman Gregory, 6/23/16
Given the low yields that are a feature of the current investing environment, return expectations across fixed-income asset classes have been falling. So why are we reviewing munis now?

Britain and the EU: Hello, Goodbye?
by Multi-Asset Solutions Team of BMO Global Asset Management, 6/22/16
The paper outlines the Multi-Asset Solutions Team’s assessment of the potential Brexit situation and what they see on the horizon for investors.

Come What May
by Team of PIMCO, 6/16/16
A review of the month’s market-moving events across countries and asset classes.

Eight Things to Know About Smart Beta Funds
by Team of Columbia Threadneedle Investments, 6/13/16
The most searched term on the financial website Investopedia.com in 2015 was "smart beta.” Here are eight things to bring you up to date on this fast-growing but widely misunderstood investment trend.

2Q 2016 Outlook How Long Will Markets Continue This Wild Ride?
by Ivy Asset Strategy Team of Ivy Investments, 6/9/16
Markets have taken investors on a wild ride in 2016, with conflicting messages about expectations for economic growth and inflation. Through April, the S&P 500 Index had returned just more than 3%, erasing its 10% correction at the start of the year. Since a trough on Feb. 11, global and domestic equities have largely followed suit and rebounded to the levels of fourth-quarter 2015. The 10-year U.S. Treasury yield hit a low for the year so far of 1.66% on that date, but ended April around 1.83% — although not without its own choppiness. The CBOE Volatility Index spiked in January and February, fell off in March and early April and then showed rising volatility again at the end of April. In our view, this has become a speculative market.

Evaluating the Current Credit Cycle
by Team of Litman Gregory, 5/26/16
Like the equity markets and economic activity, the U.S. fixed-income market also moves in cycles. When we think about the credit cycle, we divide it into three broad stages: the recovery, the expansion, and the downturn. Based on qualitative and quantitative factors, we believe we are in the later innings of the expansion phase, as we explain in this piece.

Gender Equality: Good for Business
by Team of LPL Financial, 5/23/16
Many of us were excited to learn that civil rights activist Harriet Tubman will soon be featured on the $20 bill. Unfortunately, for women who work jobs where men earn $20 per hour, they will only be receiving one Hamilton, one Lincoln, and one Washington for their hours of work.

April Cools
by Team of PIMCO, 5/16/16
A calmer tone prevailed across markets in April despite major central banks choosing to pause from adding substantial support. Mixed economic data underscored a tepid fundamental backdrop. The market rally continued in April, though underlying sentiment may have cooled more than the rally suggested.

Q&A with Bloomberg TV’s ETF Expert Eric Balchunas
by Gavekal Capital Team of GaveKal Capital, 5/12/16
Our interview with Bloomberg’s ETF expert on his new book: what’s next in ETFs, how investors will find performance in the future and why smart beta is a “very big deal.”

Living Wages in the Garment Supply Chain
by Team of BMO Global Asset Management, 5/6/16
Most apparel companies have been able to review and improve labor standards in their supply chains in recent years, yet workers’ wages in many markets persistently remain below the cost of living. Despite some targeted corporate initiatives to address the question of living wages among supply chain workers, there is no evidence of any significant progress to date. Only two out of 40 companies we engaged have committed to a time-bound strategy to improve supply chain wages.

Grey Owl Capital's Q1 Letter
by Team of Grey Owl Capital Management, 5/5/16
Grey Owl Capital Management’s latest quarterly letter.

Market Cycles and Portfolio Positioning
by Team of Litman Gregory, 4/26/16
The post-financial-crisis period has been dominated by a few very strong market trends. It is important to view these for what we believe they are—cycles that will eventually turn and may be in the process of turning. In this commentary, we discuss the concept of cycles as well as several very specific cycles we’ve experienced in recent years.

The Times Are a--Changin'
by Team of PIMCO, 4/14/16
Dovish comments and actions by central banks, including the Federal Reserve, helped sustain the market’s rally. Fundamentals still indicated tepid growth even as global risk appetite built further through the course of the month. March highlighted that shifts in political trends could feature prominently in the remainder of the year.

Driving in Neutral
by Team of Neuberger Berman, 4/1/16
So far, 2016 has been characterized by stomach churning swerves in market direction with little actual change in levels.

Fixed Income Outlook Second Quarter 2016
by Team of Neuberger Berman, 4/1/16
High yield, particularly short-duration issues and higher-rated credits, remains in favor given current prevailing yields and the outlook for credit quality.

Real and Alternative Assets Outlook Second Quarter 2016
by Team of Neuberger Berman, 4/1/16
Despite challenges, we maintained a slightly overweight view on lower volatility and directional hedge funds; meanwhile certain areas within private debt appear attractive.

A Different Take on Brexit
by Team of Absolute Return Partners, 4/1/16
With 2 1/2 months to go before the Brexit referendum it is anybody's guess what the outcome will be. In this month's Absolute Return Letter we take the rare opportunity to comment on a political event. Regardless of where you reside, the result is likely to be important for you. Like most things in life, the choices are not black and white. Enjoy the read.

Equity Outlook Second Quarter 2016
by Team of Neuberger Berman, 4/1/16
Global equities—particularly those in developed markets outside the U.S.—may provide more opportunities over the coming 12 months.

Real Estate Gets Its GICS
by Team of Neuberger Berman, 3/29/16
A dedicated sector classification gives real estate securities the recognition they deserve.

Why Alternatives, Why Now?
by Team of Litman Gregory, 3/18/16
U.S. stocks. and core bonds currently look unattractive relative to their return-generation and risk-reduction roles in our portfolios, leading us to research and invest in alternative strategies that we see as more compelling on a risk/return basis.

Fear…Not?
by Team of PIMCO, 3/17/16
The fears that had cast a pall over January weighed on the markets in early February as well, but sentiment improved sharply as the month progressed. Encouraging U.S. economic data contributed to an improvement in global risk appetite. Investors marveled at yet another V-shaped trajectory in the markets in February, but concerns still lingered.

3 Different ETF Strategies for Your Portfolio
by Team of BlackRock, 3/4/16
With today’s market volatility, you’ll want to be more nimble with your investment mix. We explore how you can use “passive” ETFs in an active way.

U.S. Recession Talk is Premature
by Multi-Asset Solutions Team of BMO Global Asset Management, 2/25/16
The recent commentary from the Multi-Asset Solutions Team at BMO Global Asset Management discusses all the commotion surrounding a potential recession. Business confidence has suffered overall, given the strong dollar, declining export demand and outright collapse of many commodity prices.

Constructing a Balanced Portfolio
by Litman Gregory Research Team of Litman Gregory, 2/24/16
We often write about how our tactical asset allocation investment process seeks to use shorter-term market price volatility to our long-term advantage. Of course, while it is easy enough to say volatility creates opportunity, the reality is that volatility can be stressful and painful when you are actually experiencing it in your portfolio.

A View From the Hill
by Team of Cedar Hill Associates, 2/9/16
Investors cautious after rocky 2015, but recession appears remote. Investors stomached a white-knuckle ride through much of 2015 as the financial markets searched for direction. Although global equity indices bounced off their September lows during the fourth quarter, returns for the full year proved disappointing.

Quarterly Letter
by Team of Grey Owl Capital Management, 2/5/16
The Grey Owl investment process starts and ends with robust risk management. Our goal with the Grey Owl Opportunity Strategy is to provide equity-like returns, but with lower drawdowns and volatility than the major equity indices. As such, we worry about the downside first. We do not want clients to fear opening their monthly statements, and we certainly do not want to put regular withdrawals at risk, regardless of what the indices are doing.

Bearish Tendencies (and silver linings)
by Team of Pinnacle Advisory Group, 1/28/16
2015 had many twists and turns, but from a financial market perspective, it was effectively a road to nowhere when looking across a variety of asset classes. In U.S. equity markets, large company stocks (large cap) barely moved as just a few sectors and stocks were big winners. In the broad market, many stocks performed far worse than the large cap averages and gave investors the false impression that the market was generally flat.

Global Economic Overview: December 2015
by Team of Thomas White International, 1/28/16
While the developed economies remain fairly resilient, economic data from the emerging countries have turned more subdued recently. Export gains remain restricted as global demand is yet to see sustained revival, despite relatively brighter consumer sentiment in the developed countries. Continued weakness in energy and commodity prices is likely to keep Brazil and Russia in recession in 2016, while also hurting the growth prospects of most countries in Latin America, including Mexico.

International Equity Commentary: December 2015
by Team of Thomas White International, 1/27/16
International equity prices saw a modest correction in December as the U.S. Federal Reserve announced its first rate hike in several years and indicated further increases in 2016. U.S. economic growth for the third quarter was revised higher and the strong labor market gains suggested that the expansion could continue.

Municipal Bonds: Staying Calm in Turbulent Markets
by Team of Lord Abbett, 1/26/16
Municipal bonds continue to defy market volatility, offering an oasis of tranquility for investors. Here’s why.

Why the “Worst Year” Might Be a Good Time to Invest
by Team of Lord Abbett, 1/20/16
Investors who had a hard time finding returns in 2015 might do well to heed the lessons of two other challenging years—1937 and 1987.

Global Economic Perspective
by Team of Franklin Templeton Investments, 1/16/16
• US Fundamentals Look Strong Enough to Cope with Higher Rates • A Softer Growth Backdrop for Much of the Rest of the World • Europe’s Recovery Remains Modest but Inflation Still Weak

Emerging Asia Pacific: Economy Trends Update - October 2015
by Team of Thomas White International, 12/31/15
Among the outperformers, India clung to its top position on the list of the world’s fastest growing large economies while the Philippines remained on track to be one of Asia’s fastest growing economies in 2015.

Developed Europe: Economy Trends Update October 2015
by Team of Thomas White International, 12/31/15
The 19-country Euro-zone, which forms a substantial part of the Developed Europe region under our coverage, lost a bit of its growth momentum during the third quarter, signaling that the slowdown in the developing world is likely taking a toll on the export-focused single-currency bloc.

2015: What Worked ?and What Didn't
by Team of Lord Abbett, 12/29/15
The trends were clear early on, but 2015 still took some unexpected turns, particularly with regard to the intensity of the decline in oil prices.

Developed Asia Pacific: Economy Trends Update - October 2015
by Team of Thomas White International, 12/23/15
Thomas White International seeks superior performance by identifying undervalued securities in the U.S. and nearly 45 markets worldwide. Its flagship product is the Thomas White International Fund (TWWDX).

Oil Prices—The Asset Allocation Perspective
by Multi-Asset Solutions Team of BMO Global Asset Management, 12/22/15
The commentary examines the impact of falling oil prices, specifically the possibility of a “risk-off” event created by an unexpected sharp decline in oil prices spilling over into equity and credit markets. Additionally, the recent closing of the Third Avenue credit fund should not trigger a “one size fits all” attitude regarding all high-yield funds. As asset allocators with a long-term time horizon, BMO sees lower energy prices as a net positive for riskier assets such as equities and high-yield bonds.

Middle East/Africa: Economy Trends Update -- October 2015
by Team of Thomas White International, 12/21/15
The three months from July to October turned out to be a reasonably good period for the five economies we cover in the Middle East and Africa region. Although the largest among these economies, South Africa, remained beleaguered by a range of external and domestic problems, there were signs that the country coped well with its difficulties. Israel recorded robust growth after staying depressed for much of the first half of this year while Egypt took further steps to reform its economy.
Results 1,251–1,300 of 2,793 found.