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Entries for 'Investment Research'

10
Putting Earnings Season Under a Microscope

First quarter earnings for 2019 were inevitably going to draw a lot of attention in the wake of increased market volatility, ongoing trade tensions, and growing discussions about a potential earnings recession. Now that the results are in, let’s take a closer look at what the data shows. 

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Posted in: Market Commentary
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10
Market Update - May 2019

Global stocks fell 6.0% during May which resulted in year‐to‐date returns now standing at 9.1%. China (‐13.1%) was among the worst performing markets during the month amid escalating trade tensions. 

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Posted in: Market Commentary
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04
IPO FOMO

"I have a fear of missing out (FOMO)! How should I invest in IPOs so I don’t miss out on the next big thing?"

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04
Strategically Looking Ahead

Is it possible to estimate forward-looking returns over short and long time horizons? 

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13
Brexit: 3 Years and 3 Rejections Later

The UK vote in June 2016 resulting in the decision to leave the European Union (EU) was historic! However, here we are three years later with uncertainty still surrounding that decision. The UK was originally due to leave the EU on March 29, 2019; however, the withdrawal agreement reached between the EU and the UK has now been rejected three times by UK Members of Parliament. 

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Posted in: Market Commentary
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30
Market Update - April 2019

Global stocks rallied 3.3% during April resulting in a 16% year-to-date return. Markets that led with some of the strongest returns during the month were Germany (+7.0%), South Africa (+8.1%), and Sweden (+6.1%). Short- and intermediate-term bonds rose 0.2% for the month. Alternatives generally pulled back during April with the exception of managed futures (+0.5%). 

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17
The Zero-Cost Collar: A Strategy to Limit Your Losses…and Gains

Today’s market environment taps into common behavioral biases among investors, increasing the temptation to resort to complex option strategies to "save" their portfolio. A zero-cost collar is an option-based strategy some investors employ when looking at ways to possibly “insure” their stock portfolio against losses.

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Posted in: Article
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15
Index Investing: Too Much of a Good Thing?

The merits of index investing are numerous with low fees, transparent rules, and minimal turnover among the most frequently cited advantages. However, not everyone views the rise of index investing as a good thing, and an increasingly popular debate has been the question of how much indexing is too much. 
 

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Posted in: Market Commentary
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12
Market Update – March 2019

Global stocks closed out a strong first quarter with mixed results in March. U.S. large cap stocks led the charge, rising 1.9%, while small caps struggled, down 2.1%. International developed (+0.6%) and emerging markets stocks (+0.8%) were up slightly. 

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Posted in: Market Commentary
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15
Forward-Looking Returns

Life is a series of trade-offs. In order to get something, you have
to give something up. These common phrases apply to many
areas of life but they can also be applied to investing. Most
investors know that they have to sacrifice some safety and
take on risk to achieve better returns. Modern Portfolio Theory
(MPT) tries to make the most of that trade-off. It provides a
framework for evaluating how we can maximize return while
minimizing risk.

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Posted in: White Paper
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