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Fixed Income market review H1 2014
by Jenna Barnard of Henderson Global Investors, 7/15/14
Jenna Barnard, CFA, Deputy Head of Retail Fixed Income and Co-Manager of the Strategic Income Fund, looks at the recent drivers of this market and explains how their portfolios have been able to take advantage of the conditions.

Three Industry Leaders Discuss APViewpoint
by Advisor Perspectives, 7/14/14

In this interview, conducted at Morningstar's Investment Conference held in Chicago in June, three industry experts - Michael Kitces, John Rekenthaler and Dave Blanchett - discuss the value and benefits member are receiving from APViewpoint, and why they are participating as thought leaders in this new service.

ETF Trading Tips
by Ed Rosenberg of FlexShares ETFs, 7/8/14
Ed Rosenberg of FlexShares ETFs shares his thoughts on trading tips at two critical moments in the trading day - the market open and the market close.

How Jay Kaplan Interprets Royce's Investment Process
by Jay Kaplan and Francis Gannon of The Royce Funds, 7/8/14
At the heart of our investment process is risk management, a hallmark of our work put into practice by Chuck Royce more than 40 years ago. To this day, mitigating, controlling, and thinking about risk continues to guide our seasoned staff of investment professionals and to inform our long-term portfolio decisions. Co-Chief Investment Officer Francis Gannon sits down with Portfolio Manager Jay Kaplan to talk about our process.

Absolute Returns with Less Volatility: A Premise of Our Firm
by Chris Clark and Chuck Royce of The Royce Funds, 7/8/14
In stark contrast to last year's virtually correction-free bull market, 2014 has already seen two pullbacks large enough to give investors pause. Chuck Royce and Co-Chief Investment Officer Chris Clark discuss the current environment and how we as a firm have attempted to guard against the market's volatile behavior.

Looking Closer at Morningstar Peer Groups for Fund Analysis
by Gunjan Banati and Francis Gannon of The Royce Funds, 7/8/14
Director of Risk Management Gunjan Banati sits down with Co-Chief Investment Officer Francis Gannon to discuss the results of her Morningstar peer group research whitepaper and suggests ways in which investors can compare funds within peer groups more effectively.

Recovery in the Eurozone
by Stephen Peak of Henderson Global Investors, 7/7/14
Stephen Peak provides an update on the European economy and the Henderson European Focus Fund. He notes the EU is about to appoint a new president and it will be interesting to see if there are any changes with accountability. Stephen comments that more recently we've seen the ECB propose new measures to help promote and stimulate growth across the Eurozone. The issues remain in the south where we're seeing an 'anemic' recovery. Overall, his view is still constructive and sees opportunity within individual equities.

Recent Events Affecting Global Fixed Income Markets
by Phil Apel and James McAlevey of Henderson Global Investors, 6/24/14
Phil Apel, Head of Fixed Income and James McAlevey, Head of Interest Rates review the three most significant developments in financial markets over the last month: the 50bp (0.50%) cut by the Bank of Mexico, the improvement of US economic data, particularly employment reports and finally, most importantly, the policy response form the European Central Bank (ECB) to take interest rates negative and raise liquidity in the Eurozone. These have all been very positive for fixed income assets in the short term.

The Long-Term Role of Fixed Income in a Portfolio
by Shundrawn Thomas of FlexShares ETFs, 6/24/14
This video provides an overview of the fixed income space, including current trends and where they might lead. It also delivers insights on the role fixed income plays in a portfolio and how innovation allows fixed income ETFs to enter the mix.

What Opportunities Do Active and Passive Strategies Provide in the Current Market?
by Chris Clark and Chuck Royce of The Royce Funds, 6/24/14
In the post financial-crisis period, there has been much debate over active versus passive strategies. Co-Chief Investment Officer Chris Clark and Chuck Royce discuss this topic, along with active management in the small-cap space, the characteristics of an actively managed portfolio versus those of an index-based portfolio, current small-cap opportunities, and the case for active management in today's environment.

Structure Matters Featuring Alison duPont
by Investius News, 6/18/14
Research shows more advisors recommend CEFs but see a need for more understanding of the CEF structure, says Alison duPont of Aberdeen Asset Management.

Latin American Update
by Nick Cowley of Henderson Global Investors, 6/17/14
Nick Cowley, Investment Manager Global Emerging Markets Equities, recaps the rollercoaster ride that Latin American equities have been on year to date led by currency volatility and rotations in sentiment in Brazil and Mexico. Nick discusses the clear turn of sentiment that occurred in March when Brazilian shares rallied sharply driven by the "hope" that current leadership will change in Brazil during the October elections to a more pro-business friendly candidate similar to the changes made in India.

FlexShares GUNR ETF
by Shundrawn Thomas of FlexShares ETFs, 6/10/14
Advisors have adopted natural resources and commodities to help diversify client portfolios, but there are both short term and longer term trends at work that impact this decision. In this video, we explore how FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) can be used with client portfolios, and how a more balanced approach to this space through equities is resonating with financial advisors.

A taste of what's going on in Japan
by Vincent Musumeci of Henderson Global Investors, 6/10/14
Vincent Musumeci, Portfolio Manager of Japanese Equities, provides a taste of what's going on in Japan and comments that it is a very exciting environment. Vincent notes he remains unwaveringly bullish on Japan while companies are delivering very strong earnings - and he sees a notable pickup in buybacks and dividend payouts as companies become more aware of their cost of capital.

Capturing Value Worldwide with Thomas White International
by Thomas White International, 6/10/14
At Thomas White, our investing performance goal is straightforward: to outperform our benchmarks in the long-term and especially during market declines. We feel the surest path to accomplish these goals is to become an exceptional research organization. To meet these objectives, our professionals have come to understand corporations, investor behavior and portfolio design better than our peers, as we continue to expand our global research and product capabilities.

Emerging Markets: What countries are now attractive?
by Thomas White International, 6/3/14
While many emerging market countries are facing headwinds, many developing markets, such as South Korea, China, Taiwan, Poland and Mexico, are posing robust opportunities. See why Tom White feels that throwing these babies out with the bathwater may not be a wise idea.

CEFs: The Present Featuring Cecilia Gondor
by Investius News, 5/29/14
The power of the Internet and the quest for income are driving the CEF industry today, says Cecilia Gondor of Thomas J. Herzfeld Advisors.

Emerging Markets: The Fragile Five and Beyond
by Thomas White International, 5/27/14
Indonesia, India, Turkey, South Africa, Brazil, as well as Thailand and Russia are the focus topics, as the challenges facing some emerging market countries are discussed against the overall perspective of the natural ebb and flows of the global market.

Quality Dividend ETFs
by Shundrawn Thomas of FlexShares ETFs, 5/27/14
FlexShares Quality Dividend ETFs allow investors to seek to meet income needs with exposure to high-quality dividend-paying domestic or international stocks, across three levels of market risk.

Henderson High Yield Opportunities Fund Update
by Kevin Loome of Henderson Global Investors, 5/27/14
Kevin Loome, CFA, Head of US Credit reviews the High Yield Opportunities Fund's (HYOAX) first year of performance noting the success of both asset allocation and credit selection. Mr Loome notes that a focus on credit makes the Fund a unique mandate. In markets, many of the companies we have been following have shown an improvement in health as many have had easier access to the refinancing markets and refinanced at a better rate and shortened maturities which improves their liquidity.

Emerging Markets Update with Rennie McConnochie
by Investius News, 5/20/14
Despite recent challenges, the Emerging Markets sector poses a potentially attractive opportunity to long-term CEF investors, says Rennie McConnochie of Aberdeen.

Emerging Markets Masterclass
by Thomas White International, 5/20/14
In this two-part video, 45-year industry veteran Tom White offers an in-depth review of emerging markets, including those that are currently facing challenges, but also the developing markets that are now presenting attractive opportunities.

Managing the 'new world' of global markets
by Paul O'Connor and Bill McQuaker of Henderson Global Investors, 5/13/14
Paul O'Connor and Bill McQuaker, Co-Heads of Multi-Asset at Henderson, discuss the upcoming shift in market characteristics and note that with that change comes risks and opportunities. From an all-asset perspective, they believe this is a world in which they can still make good returns for clients and one where they expect asset performance and geographic performance to become widely dispersed.

Thomas White's 2014 Market Outlook
by Thomas White International, 5/13/14
Assessing the prospects in 2014, 45-year industry veteran Thomas S. White offers his view of the challenges and opportunities ahead in the global economic markets.

An Investor-Centric Approach
by FlexShares ETFs, 5/13/14
Shundrawn Thomas, Global Head of ETFs, speaks with Marie Dzanis, Head of Sales & Servicing for FlexShares ETFs, to discuss FlexShares' investor-centric approach to ETF development, including an overview of the four key solution sets that are the foundation of the dynamic product line.

Extending Our Team to Bangalore India
by Thomas White International, 5/12/14
At Thomas White, our investing performance goal is straightforward: to outperform our benchmarks in the long-term and especially during market declines. We feel the surest path to accomplish these goals is to become an exceptional research organization. To meet these objectives, our professionals have come to understand corporations, investor behavior and portfolio design better than our peers, as we continue to expand our global research and product capabilities.

Global Equity Income Update: 2014 Performance and Trends
by Alex Crooke, Head of Global Equity Income of Henderson Global Investors, 5/6/14
Alex Crooke, Head of Global Equity Income, provides a quarterly update for the Henderson Global Equity Income Fund while noting key attributes to performance and expectations for the second half of the year.

Float Factor with Steve O'Neill
by Investius News, 4/22/14
Closed-end funds with floating rate senior loans may be attractive to those concerned about a spike in interest rates, says Steve O?Neill of RiverNorth.

Global markets: 2nd quarter expectations
by Bill McQuaker of Henderson Global Investors, 4/15/14
Bill McQuaker, Co-Head of Multi-Asset, takes a look back at first quarter global market developments and notes his expectations on how markets and economies will unfold, with some potential issue resolution, in the second quarter.

Muni Land with Steven Pikelny
by Investius News, 4/10/14
Municipal bond closed-end funds currently may present a cost-effective tax-free opportunity, says analyst Steven Pikelny of Morningstar.

Fixed Income Perspectives: Implications of a Hawkish Fed
by Phil Apel and James McAlevey of Henderson Global Investors, 4/8/14
Phil Apel and James McAlevey, portfolio managers of the Henderson Unconstrained Bond Fund, explaining that interest rates are poised to move higher and credit appears likely to outperform government securities in 2014.

First Quarter Review: Choppy Global Markets
by Paul O'Connor of Henderson Global Investors, 4/1/14
Paul O'Connor, Co-Head of Multi-Asset, comments on the recent global market behavior and notes that so far it has been quite choppy. Paul and his team believe the rest of the year and most notably Q2 will behave similarly with fairly modest returns and higher volatility than in the past few years. However, Paul notes that from a multi-asset perspective, this type of environment also presents opportunities.

The FlexShares Approach: Flexible Indexing
by FlexShares ETFs, 4/1/14
Shundrawn Thomas, Global Head of ETFs, discusses the ideas behind FlexShares' flexible indexing approach, including how it starts not with a benchmark, but with an investment strategy and how this can benefit investors.

Evolving Infrastructure Investing - Broader, Deeper, Global
by FlexShares ETFs, 4/1/14
Infrastructure offers an attractive combination of potential inflation hedging, income generation and long-term capital growth. In this video, Northern Trust's Shundrawn Thomas, Global Head of ETFs, outlines the distinctive approach that FlexShares' NFRA ETF takes by starting from the bottom up in identifying companies with infrastructure ownership across traditional and new infrastructure sectors.

Milliman Managed Risk Strategy-A Closer Look
by Milliman FRM, 4/1/14
The Milliman Managed Risk Strategy is an intelligent institutional quality risk management strategy that seeks to stabilize volatility around a target level, capture growth in up markets and defend against losses during major market declines. The strategy has been in place since 1998, and is used in a variety of funds and investment products in an attempt to help investors weather market turbulence and improve the overall likelihood of meeting retirement income goals.

Milliman Managed Risk Strategy
by Milliman FRM, 3/25/14
With two significant stock market corrections in the past decade and turbulent times facing the world economy, many investment advisors are under a great deal of pressure to bring risk management solutions to their clients. This video focuses on the Milliman Financial Risk Management and its effort in solving the retirement income problem in America.

Discovering International Opportunities
by Stephen Peak of Henderson Global Investors, 3/25/14
Stephen Peak discusses recent geopolitical factors impacting markets and notes opportunities still exist in international equities.

Choice Challenge with Michael Kitces
by Investius News, 3/21/14
Before choosing a closed-end fund for your portfolio, be sure to understand what role it will play, says Michael Kitces of Pinnacle Advisory Group.

Michael Kitces on Safe Withdrawal Rates
by Investius News, 3/21/14
How to make a nest egg last? For clients in or near retirement, advisors need to customize and monitor strategies for safe withdrawal rates, says Michael Kitces of Pinnacle Advisory Group.

Market Update with Mike Taggart
by Investius News, 3/20/14
Covered call and municipal bond funds may present opportunities in the CEF market, says Mike Taggart of Nuveen Investments.

Even Keel Investments
by Milliman FRM, 3/18/14
We believe a sea-change is taking place in the retirement savings industry. A fresh perspective. One that values a smoother investment experience and a longer portfolio life.

Welcome to Human Finance
by TDAI Advisors, 3/18/14
Are you a financial advisor who values relationships as much as returns?
At TD Ameritrade, we work with humans, not just numbers. It?s something we like to call Human Finance. Get to know us and discover what makes us different from other custodians.

Introduction to Milliman Financial Risk Management
by Milliman FRM, 3/16/14
Investors nearing or in retirement face a slow-growing economy, low yields, and the looming threat of inflation, making it difficult to meet both income and risk management needs. Investing heavily in equities may expose this group of investors to untimely amounts of risk, while allocating to fixed income assets may not adequately fulfill income needs. Today, the risk management techniques used by many of the world's largest financial institutions to weather global market crises can now be accessed by financial advisors and their clients.

Global Fixed Income Update
by Phil Apel and James McAlevey of Henderson Global Investors, 3/11/14
Phil Apel and James McAlevey discuss slower year-to-date economic data, strong credit market performance, volatility in Emerging Markets debt and a general outlook in currency. James McAlevey believes that data from the US has broadly been affected by unusually poor weather across the US and treasury yields have been weak as investors reset their expectations for either Fed easing or QE withdrawal over the course of the year. In general they remain very lightly weighted to US treasuries and interest rate movement sensitive bonds, positive on credit.

Equity Discounts with Steve O'Neill
by Investius News, 3/4/14
Discounts persist for equity-based closed-end funds, providing potential opportunity to "bullish" investors, says Steve O'Neill of RiverNorth Capital Management.

Henderson launches ?Henderson Global Dividend Index?
by Alex Crooke of Henderson Global Investors, 2/25/14
Alex Crooke, Head of Global Equity Income, discusses the launch of the Henderson Global Dividend Index ? a quarterly report analyzing dividend trends from around the world. Alex notes how the first edition shows how corporates have come back to health since the recession and highlights the benefits of global investing and stock selection.

Global Equity Income Update
by Job Curtis of Henderson Global Investors, 2/18/14
Job Curtis discusses recent market turbulence, the positioning of the Global Equity Income Fund and the outlook for dividends. Three main reasons for market turbulence include US tapering, capital outflows from emerging markets and fears of deflation in Europe. That said, European companies and many European economies remain strong. We see value outside the US from a dividend yield perspective so the Global Equity Income Fund is more oriented towards overseas markets, including Europe, Asia Pacific and the UK.

Exciting times in Japanese equity market
by Vincent Musumeci of Henderson Global Investors, 2/10/14
Vincent Musumeci explains that for Japan and the Japanese equity market, 2013 can be characterized as a year of excitement driven by profound changes in macro policy. As we head into 2014 and beyond we are now seeing the market environment, for the first time in a long time, developing a more robust and sustainable healthy domestic growth. In summary, Vincent notes the encouraging backdrop and the exciting policy changes that took place are essentially starting to deliver results.

ROC View with John Cole Scott
by Investius News, 2/8/14
Return of capital (ROC) may be a concern if it?s ?destructive.? John Cole Scott of CEF Advisors shares a view on ROC supported by recent research.

Discount Appeal with Mike Taggart
by Investius News, 2/4/14
Wide discounts in the CEF market may be attractive to current and prospective investors, says Mike Taggart of Nuveen Investments.
Results 701–750 of 848 found.