Viewpoints http://wealthmanagement.com/taxonomy/term/41902/more en Product Development: Is the Backtest Trustworthy? http://wealthmanagement.com/viewpoints/product-development-backtest-trustworthy <div class="field-deck"> Part one of a series of articles on product development </div> <div class="node-body article-body">VIEWPOINTS: Joseph Halpern, CEO, Exceed Investments; Backtests done correctly are an effective tool in the development of financial strategies. </div> <p><a href="http://wealthmanagement.com/viewpoints/product-development-backtest-trustworthy" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/product-development-backtest-trustworthy#comments Investment Viewpoints Asset Management Wed, 25 May 2016 14:24:00 +0000 1192821 at http://wealthmanagement.com ipopba/iStock/Thinkstock WoX – The Voice of HighTower http://wealthmanagement.com/viewpoints/wox-voice-hightower <div class="node-body article-body">VIEWPOINTS—Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors: According to the WoX index, over recent months, survey participants reduced their allocation to global equities (from nearly 60 percent to 50 percent) way before the “slump” occurred in the second half of 2015 and early 2016.</div> <p><a href="http://wealthmanagement.com/viewpoints/wox-voice-hightower" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/wox-voice-hightower#comments Investment Viewpoints Fri, 20 May 2016 16:38:00 +0000 1189111 at http://wealthmanagement.com Angela Waye/Hemera/Thinkstock High Yield Liquidity: High and Dry? http://wealthmanagement.com/viewpoints/high-yield-liquidity-high-and-dry <div class="field-byline"> Patrick Flynn </div> <div class="field-deck"> Sponsored by Neuberger Berman </div> <div class="node-body article-body">VIEWPOINTS: Patrick Flynn, Senior Portfolio Manager–Non-Investment Grade Fixed Income, Neuberger Berman; While the trading environment for high-yield bonds has changed markedly, has that changed transaction volumes or dealing costs? We think not.</div> <p><a href="http://wealthmanagement.com/viewpoints/high-yield-liquidity-high-and-dry" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/high-yield-liquidity-high-and-dry#comments Neuberger Berman Viewpoints Fixed Income Tue, 10 May 2016 17:59:00 +0000 1180071 at http://wealthmanagement.com Spring Charts: Eggs, Milk, and the Morning Paper http://wealthmanagement.com/viewpoints/spring-charts-eggs-milk-and-morning-paper <div class="node-body article-body">VIEWPOINTS—Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors: Inflation has found other “outlets,” as reflected in most asset prices, including equities and real estate, while deflation continues to impact growth in the global economy. </div> <p><a href="http://wealthmanagement.com/viewpoints/spring-charts-eggs-milk-and-morning-paper" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/spring-charts-eggs-milk-and-morning-paper#comments Investment Viewpoints Fri, 06 May 2016 15:48:00 +0000 1177301 at http://wealthmanagement.com anopdesignstock/iStock/Thinkstock 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> <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> <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> <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> <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> <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> <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