September 01, 2010 What to consider when exploring emerging markets debt.... August 04, 2010 A due diligence perspective: Assess the dilemma and lower the probability of it happening again.... July 07, 2010 Interest-rate risk, correlation and taxes on bond income make it wise to consider the alternatives for generating “income.”... June 01, 2010 The investment vehicle should take a back seat to asset quality and skill.... May 04, 2010 More than ever, financial advisors are pondering where to allocate client capital in today’s market environment. ... April 06, 2010 The last two years have provided a wild and turbulent ride for the markets, investors, advisors, and investment managers alike. ... March 12, 2010 Since the advent of the computer, particularly the desktop computer, investment professionals have looked for a mathematical solution to the world’s equity markets. ... February 01, 2010 Broad-based exposure to a basket of commodities can provide meaningful diversification to a portfolio even during turbulent markets. ... January 05, 2010 With U.S. tax receipts, income tax collections and sales tax revenues down, many investors are worried about the fiscal health of municipal issuers at the state and local levels. ... December 01, 2009 Positive performance brings with it the need to discuss risk and quality.... November 03, 2009 Two words sum it up: diversification matters. Following severe down markets, investors and advisors alike should take inventory and assess what they could have done differently.... October 06, 2009 Indiscriminate selling may have done just that—but are the risks reasonable?... September 07, 2009 There is considerable debate over whether the recent decline in stock prices has resulted in a great buying opportunity. And which metrics should advisors use to evaluate that?... August 25, 2009 Portfolio rebalancing can and should be a lot more robust than just selling high and buying low…it’s an outstanding opportunity to add or increase exposure to overlooked asset classes at the same time. ... June 30, 2009 Middle capitalization stocks, or “midcaps,” have historically produced the best risk/reward profile among their equity brethren.... May 19, 2009 We’ve been brought up on the notion that asset class diversification is a primary means of curtailing investment risk. ... April 28, 2009 There’s an old market truism that says, “With great turmoil comes great opportunity.” We’re hearing it a lot lately. And investors willing and able to look beyond the short term should be paying attention.... April 01, 2009 Last year’s market wreckage doubtlessly left most investor portfolios well short of 2008 return targets and many long-term investment plans way behind schedule. ... March 01, 2009 Portfolio managers, advisors and investors alike were relieved to close the book on 2008 and look forward to a hopefully better 2009. Unfortunately, the impact of the year’s market will linger long after portfolios have recovered.... February 01, 2009 While the wild market ride that produced drops in 2008 was launched by a lock-up in the credit markets, there is little doubt that weak GDP growth, rising unemployment, and sharp downward revisions in corporate earnings all helped push it to extremes.... December 31, 2008 As the economic turmoil of the third quarter continued into the fourth, the domestic equity markets produced one of the worst 12‑month periods in decades. Slowing global growth, falling commodity pric... November 30, 2008 During periods of market uncertainty, investors often try to reduce risk by shifting assets from the more volatile sectors of their portfolios—usually equities—to less risky assets like bonds, or in t... October 31, 2008 Most advisors (all good ones) start their clients on their personal journey to financial independence with a frank discussion about investment goals and risk tolerances. The carefully crafted allocati... September 30, 2008 In a cycle with precious few highlights, one of the brighter spots has been the emerging markets universe. Indeed, for most of the last year emerging markets—led by Latin America—has been the top perf... August 31, 2008 Investors and advisors alike can commiserate over all the stress the short-term volatility in the global markets is causing their long-term investment plans. But the jagged growth line of the global e... June 30, 2008 Upon examination of the global capital markets over the last year, it should come as no surprise that the two best performing asset classes are outside of the U.S. markets. In fact, the emerging equit... May 31, 2008 Let’s face the facts: The subprime mortgage meltdown, the credit crunch, asset write-downs and the looming economic recession have resulted in increased volatility, financial market turmoil and a shar... |