Stocks Rout Poses a $30 Trillion Ethical Test

What happens to environmental, social and governance-oriented investment in a market shock? We’re about to find out. Socially responsible investing, which has become a feature of the financial landscape and a $30 trillion-plus industry, came of age long after the last major financial crisis. Expect a welcome dose of...

Investment Lessons from 2019

Every year, the markets provide us with lessons on prudent investment strategies. Many times, markets offer investors remedial courses, covering lessons it had taught in previous years. That’s why one of my favorite sayings is that there’s nothing new in investing, only investment history you don’t yet know. Q4 2019...

Accountability Proves the Incompetence of Market Forecasters

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 2019 hedge fund letters, conferences and more Goumbik / Pixabay Market forecasters know their fallibility, which is why they rarely offer predictions with specific timeframes – it would make it too easy for fact-checkers...

Assessing the Damage Done by the SECURE Act

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 2019 hedge fund letters, conferences and more Pavlofox / Pixabay The Grinch who stole Christmas is alive and well this year – in the U.S. Congress. Our representatives and senators passed a bill that...

Some Cliches are So Bad They Should Never be Used

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives Q3 2019 hedge fund letters, conferences and more nickgesell / Pixabay Click here to watch a video and learn more about Evidence Based Advisor Marketing. As an advisor, your most valuable trait is sincerity. But most...

Why Banks are Undervalued

David Ellison manages the Hennessy Large Cap Financial Fund - HLFNX and the Small Cap Financial Fund – HSFNX. As of 11/30/19, since their inception on 1/3/97, HLFNX has outperformed the Russell 1000® Financial Services Index by 75 basis points annually, and HSFNX has outperformed the Russell 2000® Financial...

Is Tesla Apple? Is Elon Musk Steve Jobs?

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 2019 hedge fund letters, conferences and more This article is Part 11 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. Throughout my analysis, I...

A Historical Lesson for Investors in China

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 2019 hedge fund letters, conferences and more The growth of personal savings and investment in China of the last few years has a parallel in the boom in the “old Northwest” of the...

The Mystery Behind the Trade War

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. skeeze / Pixabay The recent revival of import tariffs by the U.S. has created a puzzle. Why, in the midst of this “trade war,” has China not used the weakness in its exchange rate...

The Myth of Overdiversification

Owning a large number of stocks reduces risk. Less widely known is that it also increases expected returns. Q3 2019 hedge fund letters, conferences and more There is a tendency to think that owning a handful of stocks may be a bit riskier but have an equal likelihood of outperforming the...

Avoiding the Cost of Panic

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 2019 hedge fund letters, conferences and more Investors lose massive amounts due to panic selling in down markets. More can be done about this perennial problem. This article identifies one critical action that can...

Are Electric Cars Good for the Environment?

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 2019 hedge fund letters, conferences and more mmurphy / Pixabay This article is Part 5 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. My wife...

Resilient Private Income in Late-Cycle Markets

Investors have increasingly embraced private income-producing assets amid a “lower for longer” outlook for rates and credit spreads, which has reduced the perceived opportunity cost for giving up liquidity. Yet most also recognize that the sheer volume of capital being allocated can compress the very illiquidity premium they are...

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