Weekly Research Briefing:
Global Trade Gets MuddyJune 18, 2018
Much to think about this week, but the acceleration in the global trade wars has once again moved to the top of the list. Going tit for tat with China has upset the financial markets. Will this set a precedent for how the U.S. ‘negotiates’ with Europe, NAFTA and the rest of the world?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.
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.
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 >
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 >