Most institutional funds are governed by an investment or finance committee and many families choose to make decisions based on the consensus of a group of family members. Yet, while they outperform retail investors, there is considerable...
This is likely to be another good year for risk-on investing, as an improving economic outlook supports stocks and bonds in an environment marked by less volatility than 2013.
Concerns surrounding the pace of Chinese growth, the impact of reduced quantitative-easing stimulus and the health of corporate earnings culminated in a sudden shift of investor sentiment last week...
Securities markets continue to be heavily influenced by central bank policy. As we start 2014, the markets are grappling with a policy that is transitioning from quantitative easing (QE) measures to one of forward guidance.
Why are the words &ld...
Three straight years of negative returns for broad commodity benchmark indices, such as the Dow Jones-UBS Commodity Total Return Index, have led some investment advisors (and their clients) to begin questioning the rationale for including...
An advisor recently asked me to evaluate a structured CD he was considering; the market linked CD paid a variable coupon derived by the performance of a basket of 10 stocks.
Why are we interested?
For this particular investment, the correlation...