Revamping the Client Segmentation Process
Busy is not the same as effective. In our “always-on” environment, we are constantly trying to keep up with what’s in front of us at any given moment. This approach does not lend itself to long-term planning, daily stress management or reflection on the question, “Am I doing the right things to create success in my business?”
Investing In The Age Of De-Globalization
From a macro perspective, de-globalisation should therefore work like globalisation in reverse, though this is unlikely to be in a perfectly symmetrical manner. Trade-dependent economies are most vulnerable, with small to middle open economies challenged to revamp their growth models.
You Can’t Train A Great White Shark – Or Control Global Trade
In my view, the US has exhibited these two forms of overconfidence bias in its current trade situation. First, the desirability effect: In my travels, it has been clear that the vast majority of Americans I’ve spoken with believe it would be desirable to have more favorable trading conditions, which helps to explain why the Trump administration has been so focused on strong-arming other nations, especially China, into better trade agreements.
Six Common Misconceptions About Factor-Based Strategies
Leveraging a Growing Segment of Nasdaq 100 Funds
Taking Sustainable Investing Beyond Box-Checking
Sustainable investing is growing in popularity. Jeff Shen talks with Debbie McCoy, Head of Sustainable Investing for BlackRock Systematic Active Equity, about her work to uncover the ESG metrics that matter most.
Guarding Portfolios Against Greater Volatility
As the longest bull market on record runs onwards, aided by unusually accommodative policy for this point in the cycle, we would expect to see volatility rise across a range of asset classes amid greater policy and data uncertainty.
Shareholder Activism in M&A Is on the Rise. Here Are 5 Things Companies Must Keep in Mind
Echoing increasing shareholder activism worldwide, a rising trend in global markets this year has been activist campaigns with an M&A thesis. New campaigns in the first half of 2019 are fewer relative to the same period last year, according to a report by Lazard. But the financial advisory firm notes that close to half of those campaigns were M&A-driven, showing that activist investors guide such deals more and more.
Five Questions: Questioning Conventional Wisdom With Lawrence Hamtil
My favorite people to follow on Twitter are those who make me think about things in different ways than I currently do. One person who certainly fits that bill is Lawrence Hamtil of Fortune Financial Advisors. In this interview, we will cover those topics, as well as several others that might make you challenge what you think about some popular investing topics.
Family Matters When It Comes to Money Matters
Considering Preferreds in an Income Portfolio
The Lure of the Unsolvable Problem
Just when you think you are good at investing, the market has a way of humbling you and making you realize that no one will ever completely figure it out. That may sound like a stressful thing, but in reality, it is what makes doing this job great. For someone who strives to constantly learn and to constantly improve, there is nothing better than something you can never get too good at.
The Danger of Judging Decisions by Their Outcomes
What This Activist Investor Who Was Feared Throughout Japan Can Teach About Positive Change
Yoshiaki Murakami’s name used to strike fear in boardrooms throughout Japan – at least until a fall from grace in 2007. His reappearance and renaissance in recent years signifies a shift in how corporates are dealing with shareholder activists. A former government employee, Murakami decided to set up his own fund in 1999.
Debunking the Myths of a Model Portfolio Approach
Over 85% of the current advisory population is not using external model portfolio providers. Why aren’t more advisors adopting ETF model portfolios in their practice?Perhaps it’s because of some of the myths surrounding them.
Catching An Investment Wave Early
If you’ve ever visited Irvine, Newport Beach or the South Orange County area in California, you know it’s a very unique region. The area has grown dramatically, and people from all over the world are attracted to the region’s fabulous beaches, weather and standard of living. Now, the area is quite crowded and bustling. Understanding opportunity is very much about analyzing a specific situation and evaluating whether money spent today for an asset will be worth more in three, five, or ten years out.
Making The Most Of Your Next Dollar
Save for the future or pay off debt? Deciding how to effectively use your extra income isn’t as simple as you think.We all have bills and expenses like rent and groceries that we must cover each month. That’s just a part of life. But what do you do with your next dollar after taking care of the necessities?
Self-reflection and Change from Within for the Investment Research Industry: the Real Impact of MiFID II
When the European Union enacted MiFID II, the aim was to increase transparency and accountability in an opaque, aging market. The theory was that larger investment banks would stop bundling research fees together with financial service charges. Investment research would be free of resulting conflicts, like Investment Bank A pushing positive research on company B because A is in business with B.
Five Questions: Defending Value Investing with Tobias Carlisle
Here is part I of our two-part discussion on value investing. In this part we discuss the arguments against value and why the future may look better than the past decade has. In Part II, we will take a more detailed look at the process of building a value portfolio.
Filtering Out the Noise in Mid-Caps
According to the efficient market hypothesis (EMH), this should tend to be the case over the long run. EMH says market prices reflect all available information, and any excess returns are simply a by-product of greater risk. Let’s run with this theory of higher risk being behind higher returns: How have riskier mid-caps done relative to less-risky mid-caps?
In a World of Disruptions, Flexibility Matters
Betas of 10 Stocks with Highest and Lowest Return-to-Risk Ratios with Positive Returns in 2019
Cognitive Decline: The One Risk You Can’t Afford Not to Hedge
Age has a way of sneaking up on all of us, including our clients. Life experiences may make us wiser, but they don’t protect us from the natural decline of cognitive capabilities as we age. A proactive contingency plan can help protect clients from potential financial risks associated with a decline in cognitive health.
What Do You Want Most From Your Portfolio?
Five Questions: Investing in Human Freedom with Perth Tolle
The primary focus of most investors is generating returns. And that certainly makes sense given that we all have future goals we are trying to attain, and our portfolios are the major tool we have to achieve them. In recent years, however, there has been another goal that has been rising in importance. Many investors now also want to use their portfolios to express their values.