Viewpoints http://wealthmanagement.com/taxonomy/term/41902/more en Spring Charts: Catering to Your ADD http://wealthmanagement.com/viewpoints/spring-charts-catering-your-add <div class="field-deck"> While the market and the economy have reached, and even surpassed, pre-crisis levels, wage growth remains muted in comparison. </div> <div class="node-body article-body">VIEWPOINTS—Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors: While the market and the economy have reached, and even surpassed, pre-crisis levels, wage growth remains muted in comparison.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/spring-charts-catering-your-add" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/spring-charts-catering-your-add#comments Investment Viewpoints Mon, 25 Apr 2016 13:48:00 +0000 1166861 at http://wealthmanagement.com Five Things Emerging Markets Investors Need to Watch in 2016 http://wealthmanagement.com/viewpoints/five-things-emerging-markets-investors-need-watch-2016 <div class="field-byline"> Edward Kerschner </div> <div class="field-deck"> Investors looking to refine their asset allocation strategies should keep in mind these fundamental drivers of EM equity performance. </div> <div class="node-body article-body">VIEWPOINTS: Edward Kerschner, CFA, Vice Chairman and Chief Investment Strategist, Emerging Global Advisors; Investors looking to refine their asset allocation strategies should keep in mind these fundamental drivers of EM equity performance. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/five-things-emerging-markets-investors-need-watch-2016" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/five-things-emerging-markets-investors-need-watch-2016#comments Investment Alternative Investments Viewpoints Mon, 11 Apr 2016 14:45:00 +0000 1155811 at http://wealthmanagement.com Yurchello108/iStock/Thinkstock Cross-Mojonation http://wealthmanagement.com/viewpoints/cross-mojonation <div class="field-deck"> Whereas emerging economies without the commodity emphasis continue to outperform broad EM, the tactical approach to “play” a commodity recovery has also produced positive results. </div> <div class="node-body article-body">VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors: Whereas emerging economies without the commodity emphasis continue to outperform broad EM, the tactical approach to “play” a commodity recovery has also produced positive results.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/cross-mojonation" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/cross-mojonation#comments Investment Viewpoints Fri, 08 Apr 2016 16:52:00 +0000 1155971 at http://wealthmanagement.com Wavebreakmedia Ltd/iStock/Thinkstock The Rise of the Machines—Volatility’s Back http://wealthmanagement.com/viewpoints/rise-machines-volatility-s-back <div class="field-byline"> Bob Rice </div> <div class="field-deck"> Sponsored by Neuberger Berman </div> <div class="node-body article-body">VIEWPOINTS: Bob Rice, Senior Advisor, Neuberger Berman; The markets had a great run until last August—years of rising prices across nearly every asset class. Unfortunately, long-term investing doesn’t stay that easy. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/rise-machines-volatility-s-back" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/rise-machines-volatility-s-back#comments Neuberger Berman Viewpoints Tue, 29 Mar 2016 05:00:00 +0000 1146031 at http://wealthmanagement.com The Last One Standing http://wealthmanagement.com/viewpoints/last-one-standing <div class="field-deck"> Comparing current conditions to the previous 2007 peak, the historically low cost of capital truly is different. </div> <div class="node-body article-body">VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors: Comparing current conditions to the previous 2007 peak, the historically low cost of capital truly is different.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/last-one-standing" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/last-one-standing#comments Investment Viewpoints Equities Fri, 25 Mar 2016 14:15:00 +0000 1142721 at http://wealthmanagement.com Spencer Platt/Getty Images Emerging Markets: The Fear, The Facts and The Future http://wealthmanagement.com/viewpoints/emerging-markets-fear-facts-and-future <div class="field-byline"> Rob Drijkoningen and Conrad Saldanha </div> <div class="field-deck"> Sponsored by Neuberger Berman </div> <div class="node-body article-body">VIEWPOINTS: Rob Drijkoningen, Global Co-Head of Emerging Markets Debt and Conrad Saldanha, CFA, Senior Portfolio Manager–Emerging Markets Equity, Neuberger Berman; Many are questioning the strategic role that emerging markets play in their portfolios and even those staying for the long haul recognize that these economies face an important crossroads.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/emerging-markets-fear-facts-and-future" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/emerging-markets-fear-facts-and-future#comments Neuberger Berman Viewpoints Wed, 16 Mar 2016 14:00:00 +0000 1131871 at http://wealthmanagement.com An E-ntervention http://wealthmanagement.com/viewpoints/e-ntervention <div class="field-deck"> We remain firm in our view that the risk/reward for investing in most U.S. equities remains largely unfavorable. </div> <div class="node-body article-body">VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; We remain firm in our view that the risk/reward for investing in most U.S. equities remains largely unfavorable.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/e-ntervention" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/e-ntervention#comments Investment Viewpoints Fri, 11 Mar 2016 19:24:00 +0000 1131571 at http://wealthmanagement.com Purestock/iStock/Thinkstock Senior Floating Rate Loans Provide Income and Value http://wealthmanagement.com/viewpoints/senior-floating-rate-loans-provide-income-and-value <div class="field-byline"> Richard Gardiner and Ing-Chea Ang </div> <div class="field-deck"> Sponsored by Neuberger Berman </div> <div class="node-body article-body">Richard Gardiner, Head of Investment Strategy and Ing-Chea Ang, Investment Strategist; Neuberger Berman; While equity volatility at the start of the year prompted handwringing among many investors, one of the most vexing issues in the current environment is in the fixed income market.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/senior-floating-rate-loans-provide-income-and-value" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/senior-floating-rate-loans-provide-income-and-value#comments Neuberger Berman Viewpoints Thu, 10 Mar 2016 05:00:00 +0000 1130851 at http://wealthmanagement.com What's Your Market Floor? http://wealthmanagement.com/viewpoints/whats-your-market-floor <div class="field-deck"> In volatile markets like this one, it is appealing for investors to have a tangible investment floor. </div> <div class="node-body article-body">VIEWPOINTS: Joseph Halpern, CEO, Exceed Investments; In volatile markets like this one, it is appealing for investors to have a tangible investment floor. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/whats-your-market-floor" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/whats-your-market-floor#comments Investment Viewpoints Fri, 26 Feb 2016 19:23:00 +0000 1118141 at http://wealthmanagement.com maciek905/iStock/Thinkstock Defining the Ugly http://wealthmanagement.com/viewpoints/defining-ugly <div class="field-deck"> Current times mark an environment for the level-headed to embrace opportunities presenting themselves in the ugly face of volatility. </div> <div class="node-body article-body">VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; Current times mark an environment for the level-headed to embrace opportunities presenting themselves in the ugly face of volatility.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/defining-ugly" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/defining-ugly#comments Investment Viewpoints Thu, 25 Feb 2016 15:45:00 +0000 1116851 at http://wealthmanagement.com Andrew Burton/Getty Images