By some measures, the municipal-bond market is full of screaming buys for anyone brave enough to wade in. Q4 2019 hedge fund letters, conferences and more Free-Photos / Pixabay Take a note issued by New York’s Metropolitan Transportation Authority that’s due in about two months. It traded among securities dealers at yields...
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...
An ETF that bets winning stocks will keep on winning has held up quite well amid the recent bout of market turbulence. One reason: it’s got many of the same traits of a popular low-volatility fund. Q4 2019 hedge fund letters, conferences and more stevepb / Pixabay The iShares Edge MSCI USA...
According to James Montier, now is the time to allocate away from U.S. equities and into emerging markets. Q4 2019 hedge fund letters, conferences and more Montier is a member of the asset-allocation team at Boston-based Grantham, Mayo, Van Otterloo & Co (GMO). Before joining GMO in 2009, he was co-head...
The first score of the century is in the history books. It was the best and worst of times, but in the reverse order. The lost decade was followed by the longest bull market in history. Overall, it was not so good for U.S. stocks, downright bad for international...
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...
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...
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...
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...
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 geralt / Pixabay Like many financial planners, I hope for the day when we are accorded the same professional stature as lawyers and accountants. But the path...
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...
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...
It has been my tradition to informally rate the investment-related books I read in the past year. I have also included some novels and books of general interest. Here is my list of winners and losers. Q3 2019 hedge fund letters, conferences and more mohamed_hassan / Pixabay Opinions about books are very...
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...
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...
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...
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...
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 “Is there anything I can do to be more transparent or communicate better?” That’s one of several questions Dr. Frank Murtha has suggested financial advisors ask to...
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...
’Tis the season to plan for the upcoming year, which (for the most forward-looking firms) means identifying how to make 2020 better in every way than 2019. By now you’ve heard, ad nauseam, a lot of practical advice that everybody knows: create workflow systems to improve efficiency, invest generously...
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...
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 3844328 / Pixabay The CFP Board had noble intentions with its new standards that became effective last month. However, its handling of conflicts falls so short that...
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