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.
Until Friday of last week, the “normalization expectation” had stayed in full swing. In Bondland, bears set their sights especially on the two- to three-year part of the yield curve. The tapering tumult of 2013 hit the five- to ten-year points ...
After strong gains in the stock market in 2013, many investors are beginning the New Year with portfolios that are heavily allocated to equities. Rebalancing portfolios back to fixed income investments would normally be a sensible tactic; however...
Think of the best relationship you have with a male client. He’s been with you for many years and you consider yourself "old friends." How is your relationship with his wife? If your answer is anything other than "spectacular," you should read th...
Malcolm Gladwell is a fantastic writer and his new book, David and Goliath, got us thinking about his current thesis: David as a poster child for underdogs is a mistake. Gladwell contends that David had significant advantages over Goliath. In true...
While there is fierce debate on the ultimate effectiveness of monetary stimulus surging from the central banks, one cannot dispute the boost that it has given to asset prices. While we may be seeing some “green shoots” of overall...
The financial services landscape is in constant transition. Global economic developments, regulatory updates, market volatility and newly emerging asset classes and product offerings are just a few of the drivers of change that wealth and asset...
Five years have passed since the financial crisis of 2008, but its consequences continue to play out. Investors who have stayed or jumped back in the markets have an understandably optimistic outlook, since at the end of 2013, the S&P 500...
Reversion to the mean...is the concept even relevant to investors today? Or have equities finally reached Irving Fisher's "permanently higher plateau" under the Federal Reserve's unconventional monetary policies? An investor...