Weekly Research Briefing:
Fear and Loathing in D.C.April 16, 2018
Only a fully loaded Hunter S. Thompson could write a more outrageous political drama. Beyond the reality of tariffs and trade wars, the bombing of Syria, meetings with North Korea, and multiple Congressional and White House exits last week…READ NOW >
Wall Street Mood Monitor1st Quarter
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.READ NOW >
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.
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.
The New Core Allocation:
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.READ NOW >