Advisor Perspectives – ValueWalk Premium

Fed May Be Stuck with Forever Stimulus as Exit from QE Impeded

The Federal Reserve and other central banks will eventually discover that breaking up isn’t easy after partnering with their governments and the financial markets to avert a pandemic-driven depression. Q3 2020 hedge fund letters, conferences and more Investors and lawmakers enamored with cheap money may well balk when monetary authorities try...

An Investor’s Worst Enemy

The investor’s chief problem – and even his worst enemy – is likely to be himself. - Benjamin Graham Q3 2020 hedge fund letters, conferences and more If beating the market was as easy as becoming a top tennis player, there would be a lot more Serena Williams and Roger Federers....

The Fallacy of Rebalancing Revisited

Financial advisors routinely adhere to the discipline of rebalancing portfolios, so much so that they invest tens of thousands of dollars in software to automate the process. That adherence has been regularly reinforced by financial writers. I show why this conventional wisdom is wrong and rebalancing may be as...

Passive Investors are Driving Market Instability

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 2020 hedge fund letters, conferences and more If you have ever driven on California’s Pacific Coast Highway (PCH), you understand risk. For those who haven’t made the drive, you are missing out on...

Guaranteed Returns in a Low-Yield Environment

These are trying times for investors who want safe assets. Vanguard had to temporarily close its Treasury money market fund as a result of record inflows. With Treasury Bills yielding about 10 basis points and CDs not yielding that much more, investors seeking yield and low risk are effectively...

What the Growth of ESG Investing Means for Advisors

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 2020 hedge fund letters, conferences and more Record flows to ESG funds means that advisors will have access to better tools to analyze product effectiveness and will be able to construct customized solutions...

Third Quarter Review of 2020 “Sure Things”

Every January, I start keeping track of the predictions for the upcoming year I hear in the financial media and from advisors and investors. With the arrival of the fourth quarter, it’s time for my third review of how those forecasts played out. Q3 2020 hedge fund letters, conferences and...

BlackRock Nabs $460 Million in ETF as Mexico Goes Green

Mexican pension funds are funneling money toward a new socially responsible ETF and demanding local companies offer more data on how they are handling environmental, social and governance issues. Q2 2020 hedge fund letters, conferences and more BlackRock Inc.’s iShares ESG MSCI Mexico ETF has seen more than $460 million in...

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