When building trust with clients, financial advisers not only must “understand the future needs of each client, they also must identify fund managers who generate investment returns in line with…
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How to Invest Like Buffett but via Factors
As the debate continues concerning how quantitative model performance compares to that of active funds, a Bloomberg article from earlier this month discusses the findings of an AQR study that…
Wall Street's Cheery Outlook Could Be Wrong
While investment firms will probably predict that the market will rise in 2017, writes Jeff Sommer of The New York Times, “That’s just not what they usually do.” He says…
5 Commodity Picks for an Inflationary Environment
Along with its recent rate increase, the Fed has upgraded its growth and inflation forecasts—and this could bode well for commodity stocks, writes Validea CEO John Reese in in his…
Allianz's El-Erian Says to Scale Back Risk
Can President-elect Trump deliver on fiscal stimulus and job growth after taking office next month in the face of a fractious American Congress? The question, posed in last week’s Bloomberg,…
Rob Arnott is Pro-Emerging Market Investment
Countries don’t have to be great to see significant market growth, according to Research Affiliates’ CEO Rob Arnott as explained in a recent Investment News article. In fact, the article…
Ritholtz Warns Against Buying Based on Media "Nice Lists"
Be wary of the media-hype around the “best stocks to own in 2017” says columnist Barry Ritholz, CIO of Ritholz Wealth Management, in a recent Washington Post article. The lists,…
Bob Doll's 2016 Recap and 2017 Outlook
As the markets diverge in the coming year, investment selectivity will become more important, writes Nuveen’s top strategist in a recent Barron’s article. He says that the post-election shift in…
Show Me the Money: Six Cash-Rich Stocks
A company’s free cash flow, defined as the amount of money generated from operations less capital expenditures, offers investors a clue as to how well a company can sustain its…
Pimco Strategist on Trump and the Global Savings Glut
A study conducted by economists at the Bank of England found that the vast majority of the 450-basis point decline in global interest rates since the 1980s was due to…