• Weekly Research Briefing: Rotation Time

    December 4, 2017

    With Tax Reform looking close to passing last week, the investing world quickly grabbed its tax trade crib notes and got busy rotating. I was surprised that the Fiscal Hawks capitulated so quickly, but it appeared that the urgency to get anything done in 2017 trumped throwing an extra trillion of debt onto the kids and grandkids.

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  • Long/Short Equity: Improving Outcomes for Core Portfolios

    Long/short equity funds make up the largest single-strategy alternative mutual fund category, but their popularity hasn’t always translated into proper placement within a portfolio. The primary benefits of long/short equity funds are often underappreciated, and worse yet, the strategy is often square-pegged into an “alternatives” allocation of a client’s asset mix where it may provide less value.

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  • Why Your Portfolio Needs Global Exposure

    Globally flexible managers have been shifting allocations of late, as it’s become more and more evident that U.S. stocks are overvalued and due for a correction, and as improving economic data and sentiment abroad boosts foreign markets.



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  • The Dangers of Investing Complacency

    We are all aware that sustained volatility has been absent for an extended period; but the good times can’t last forever, and investors need to consider what changes are necessary to position themselves for success in the years to come.



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  • Wall Street Mood MonitorTM

    3rd Quarter 2017

    The Wall Street Mood Monitor is a three-factor model gauging the climate or “mood” for active management within each sector. The factors include sentiment, earnings trends and correlations. Find out which sectors may be a sweet spot for active management.



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