• Weekly Research Briefing:
    Who Doesn't Like an Advent Calendar?

    December 10, 2018

    Unfortunately the negative market influences continue to pile up on the negative side of the ledger. As a result, Santa still likes you but he hates your investment portfolio this year. Here is what Santa has hidden behind the doors of the 2018 Investment Portfolio Advent Calendar this year…

    READ NOW >
  • 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.

    READ NOW >
  • 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.


    READ NOW >
  • 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.

    READ NOW >