• Weekly Research Briefing:

    October 15, 2018

    Halloween isn’t for another two weeksm but the tricks came early this year as investors were reminded that stocks can fall in price. So what caused last week’s sharp correction? You could blame rising interest rates…

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  • Wall Street Mood Monitor

    Third Quarter 2018

    Despite strong earnings growth among U.S. companies, Wall Street analyst sentiment cooled considerably in the third quarter of 2018.

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  • Defining Alpha...It's Skill Not Excess Return

    Alpha may be a common investment term, but it remains commonly misunderstood. Market observers often define alpha simply as a fund’s outperformance relative to a benchmark. This misconception is not only incorrect, but ignores what alpha truly identifies: manager skill.


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  • Bounded Rationality:
    Tapping Investor Behavior to Source Alpha

    Behavioral biases influence even the most expert investors, and often create a predictable pattern of how future company expectations could evolve.


  • The New Core Allocation:
    Long/Short Equity

    With equity valuations at elevated levels, subdued economic growth due to changing demographics and stubbornly low productivity gains, as well as a bleak outlook for fixed income, advisors are challenged to rethink foundational portfolio elements of investor portfolios—which means seeking out strategies that bolster the core going forward.

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