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...

The Surprising Results from S&P’s Latest SPIVA Analysis

S&P’s SPIVA scorecard provides persuasive evidence of the futility of active management. But its most recent scorecard illustrates something else – why active managers underperform even in the best performing asset class. Q3 2019 hedge fund letters, conferences and more rawpixel / Pixabay Since 2002, S&P Dow Jones Indices has published its...

Is The Shift To Passive Investing Increasing Risks?

Earlier this year, passive management was attacked in two high-profile articles. Those criticisms were proven to be false – and driven by active managers seeking to protect their livelihoods. But that still left the question, which I now examine, of whether flows to passive funds have increased certain risks. Q3...

The 60/40 Portfolio Will Outlive Us All

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 As two recent commentaries demonstrate, in their zeal to promote their agendas, asset managers are claiming that the humble 60/40 portfolio is doomed to the dustbin....

Advice and Resources for Getting Started with ESG/SRI Investing

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 rawpixel / Pixabay Every investment has an impact, whether intended or not. That’s the exciting reality. There’s a paradigm shift in the world of business and the investment...

Helping Clients Who are Worried About the Market

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Q3 2019 hedge fund letters, conferences and more rawpixel / Pixabay Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Dear Bev, Our...

Evaluating the Performance of ESG Funds

An ESG mandate fulfills the noble goal of aligning investors’ portfolios with their personal values and beliefs. But new research affirms what financial theory predicts: Those investors will incur a penalty in terms of risk-adjusted performance. Q3 2019 hedge fund letters, conferences and more kreatikar / Pixabay Over the past decade, there...

Don’t Believe Your Own Press Releases

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 Andrys / Pixabay Click here to watch a video and learn more about Evidence Based Advisor Marketing. I like to think I’ve learned from my mistakes. I’ve made...

Advisor Investment Platforms On Cusp Of Major Transformation

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 mohamed_hassan / Pixabay RIA investment platforms – specifically the vehicles and tools they use to manage client portfolios – are about to undergo the most profound change...

Are You Ready for Higher Inflation?

For most of the last 20 years, advisors could safely ignore inflation and the risks it posed to their clients’ fixed-income holdings and earning power. But inflation is too dangerous a risk to disregard. What are the chances of an upward spike in inflation and what would that mean...

Applying Munger’s mental-model to financial planning

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 larsen9236 / Pixabay If one were to participate in one of my company’s meeting, they would most likely hear a conversation surrounding Charlie Munger’s concept of mental...

10 Enhancements to Financial Advice

Dave Butler will personally respond to comments on any of these three articles in APViewpoint. We encourage our readers to join the conversation. Q3 2019 hedge fund letters, conferences and more rawpixel / Pixabay Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. This year,...

Beware The QE Trojan Horse

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 Goumbik / Pixabay “What’s in a name? That which we call a rose, By any other name would smell as sweet.” Juliet Capulet in Romeo and Juliet by William...

Byron Wien: Recession Fears Are Overblown

When the yield curve inverted earlier this year, Blackstone’s economic model predicted a recession in the next 20 months. But Byron Wien cautioned against relying on that forecast. Q3 2019 hedge fund letters, conferences and more Wien is the vice chairman for private wealth solutions at Blackstone. He spoke to investors...

How To Navigate The Maze Of Model Marketplaces

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 mohamed_hassan / Pixabay For those advisors seeking to outsource their portfolio construction, the proliferation of model portfolios leaves them with an overwhelming challenge to properly analyze the...

My Response To Ken Fisher: We Can Do Better As A Profession

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 RoyalAnwar / Pixabay I’m not going to revisit the well-covered outrage over Ken Fisher’s offensive remarks at the Tiburon conference. Instead, I’m going to propose how our...

False Alarms: How The Cost Of Carry Impacts The Deficit

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 If the debt of the public or private sector were viewed the same way we measure that of a corporation, no alarms would be sounded. Given...

How Long Can A Good Fund Look Bad?

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 It’s only natural for someone invested in a poorly performing active equity mutual fund to wonder if it’s time to make a change. Should an investor...

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