Help the staff of WealthManagement.com identify the contenders for its annual Wealth Management Madness tournament by naming who you believe to be the most influential person in the industry over the past year....More
Our capital market strategists share their vision on the economy, the equity markets, and the fixed-income markets. IMCA has accepted this program for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications....More
VIEWPOINTS: Matthias Paul Kuhlmey, Partner and Head of Global Investment Solutions (GIS), HighTower Advisors; It is important to keep in mind that, in the absence of clarity, investors can adhere to a manifest of principles in their process....More
Could 2015 be the year we start feeling better about the U.S. economy than the stock market? Or could lower oil prices cause dislocation outside the U.S.? Nuveen’s Bob Doll puts out his 10 predictions for 2015.
Financial advisors’ confidence in both the economy and the markets ticked down in December, as survey respondents anticipate rising interest rates, the impact of a global slowdown and an overbought stock market.
During a month characterized by a bumpy stock market and declining oil prices, advisor confidence in the economy ticked down slightly in December, although the confidence level is as high as it was in December 2013....More
There are precious few true long/short funds that invest in domestic equities that are not merely market-neutral, and even fewer in an ETF wrapper. A new one from First Trust Advisors has joined the ranks with a focus on “aggressive accounting” practices to discern its positions....More
VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; The free fall in oil prices is roiling markets. There are near-term benefits of lower energy prices, but darker clouds are gathering for the global economy....More
Stock returns seem to move in the opposite direction of the consensus analyst investment recommendations, with the top quintile (stronger buy ratings) delivering the lowest returns with the bottom quintile (stronger sell ratings) delivering the highest returns....More
The top articles from the 2014 issues of the Investment Management Consultants Association® (IMCA®) Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known for providing....More
Economic decoupling remains a prominent theme around the globe as we head into 2015. The divergent paths
seen today are a consequence of how individual countries have dealt with credit imbalances that accumulated prior to the global financial crisis. Recovery prospects continue to hinge on the speed, breadth, and quality of these adjustments....More
The U.S. corporate high yield market has grown from $250 billion to a $2.4 trillion industry. High yield has proven to be a solid asset class for investors, over time producing comparable returns to the S&P 500 with approximately half the volatility....More
Why do we make decisions that aren’t always in our own best interest? This group of articles from the Investments & Wealth Monitor takes a fascinating look at behavioral finance and behavioral portfolio management....More
With the wind at their backs, sprinters have broken speed records. Similarly, the tailwind of a bull market has boosted the fortunes of equity investors over the past five years. In both cases, the pace cannot be sustained over a long period of time. Look back no further than the past 10 years for confirmation of the market’s lack of endurance....More
Global bond markets defied consensus predictions in the first half of this year. But with more muted returns are expected for the rest of 2014, investors already may have earned the bulk of this year’s returns....More