Until we embrace new methods to make more reliable asset allocation choices, this equity market will keep its label as “the most unloved bull of all time.”
Passive investors should beware because Dorothy might look at the stock picking and asset allocation world and tell Toto, “I have a feeling we’re not in Kansas anymore.”
In my last blog post I discussed leverage as a tool to outperform in certain market environments. The various investment options we reviewed were all focused on increasing or otherwise shaping the upside potential of structured investments. Now l...
Our recently released Financial Professional Outlook survey uncovered some interesting things about advisor behavior. For example, nearly three quarters (72%) of respondents said they wanted more resources to help them acquire clients near or in ...
Investors cannot underemphasize the importance of global investing, particularly when “sniffing-out” opportunities in an attempt to preserve their global purchasing power.
Following the use of unconventional monetary policy tools in response to the 2008 recession, Federal Reserve officials have emphasized the importance of establishing a new set of strategies for normalizing monetary policy, with a focus on reserve...
The recent selloff in U.S. stocks is healthy and could set markets up to reach new highs by year end. Long- term investors should not fall victim to panic and sell.
We believe finding stocks that deliver sustainable growth in their core businesses (via volume growth, pricing, or margin expansion that exceeds investor expectations) is the surest way to deliver outperformance, and it’s where we at Calamos spen...