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Entries for 'Investment Research'

28
Monthly Market Update - October 2017

Global stocks continued their upward trend, rising 2.0% in October. Strength from emerging markets (up 3.5%) continued pushing the overall segment higher. Year-to-date, international stocks in aggregate led U.S. stocks. International bonds had a favorable return of 0.8%, while U.S. bonds remained flat. Global REITs pulled back during the month, while commodities, managed futures, and reinsurance each posted positive results.

Sustainable investing, also known as Environmental, Social and Governance, or ESG, generally focuses on those three areas to make an impact. As of year-end 2016, approximately $23 trillion of global assets, or just over 25% of total managed assets, were being professionally managed with a sustainability-themed mandate.

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Market Update, Federal Reserve, Quantitative Easing, sustainable investing, ESG
Posted in: Market Commentary
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18
Monthly Market Update - September 2017

Global stocks climbed 2.1% higher during September despite anxiety over the political climate in Europe and rising tensions between the U.S. and North Korea. U.S. stocks had a steady month, with the S&P 500 Index returning 2.1%, putting the S&P 500 up 14.2% year‐to‐date as markets continue to post record highs.

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Posted in: Market Commentary
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26
Q2 2017 Market Update Webinar
Derek Carter, a member of Savant's investment committee and lead research analyst, shares a review of markets during the second quarter of 2017.

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Posted in: Videos
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12
Monthly Market Update - May 2017
Global stocks climbed 2.0% in May after the release of strong economic data worldwide. U.S. stock markets trailed ever so slightly with the S&P 500 Index returning 1.4%. Following a modest month in April, the S&P 500 is up 8.7% year‐to‐date as signs of a stronger economy and low unemployment persist.

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Posted in: Market Commentary
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22
Monthly Market Update - April 2017
Global stocks climbed 1.6% higher during the month of April despite anxiety over the political climate in Europe and geopolitical concerns in emerging market countries, e.g. North Korea and Turkey. U.S. stock markets had a slightly softer month, with the S&P 500 Index returning 1.0%. Despite a modest April, the S&P 500 is up 7.2% year‐to‐date as signs of a possible tax overhaul later this year begin to take shape.

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Posted in: Market Commentary
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02
Avoid Losing the Investment Game
Dr. Simon Ramo of TRW, Inc. (now a part of Northrop Grumman) identified the difference between a winner’s game and a loser’s game in his book, Extraordinary Tennis for the Ordinary Tennis Player (pub. 1977). Dr. Ramo summed it up this way: professionals win points; amateurs lose points. The extraordinary tennis players rarely make mistakes, called “unforced errors.” When a superior tennis player is competing against an average opponent, the superior player wins—but not due primarily to making winning shots. Rather, the average player loses by committing unforced errors; that is, hitting the ball into the net or out of bounds, or committing a double fault on the serve. In amateur tennis, the final outcome is determined by the activities of the loser, who defeats her/himself.

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22
Alternative Investments: Building Better Portfolios One Asset Class at a Time

For much of history, limousines were accessible only to the wealthy, the powerful, or those who had the occasion to splurge. Most people found limousines unaffordable and impractical, and opted to use their own car or traditional public transportation. After all, they still were able to get to the same place in the end. Along came Uber in 2009 and made limousine-type service accessible, practical, and often beneficial for the mainstream. Similarly, investing in alternative asset classes (e.g. real estate, commodities, and private placements) has been common practice among large institutions and the ultra-wealthy for decades. However, in the last ten years alternative investments have become increasingly available in investment vehicles that are more suitable for mainstream investors (e.g. mutual funds and exchange-traded funds). The result of this industry shift is that mainstream investors are now able to further diversify their investment portfolios with asset classes that act differently than stocks and bonds. It should be noted that alternatives are complex, and it is paramount that sound due diligence be conducted prior to implementing any alternative investment strategy.


Savant’s due diligence process has narrowed the focus to
alternative asset classes that exhibit qualities we highly value:
cost-effective implementation, robust asset class data, and
transparency, among others. We believe that combining a modest
allocation to several alternative strategies with a traditional
portfolio of stocks and bonds has the potential to reduce portfolio
risk and enhance long-term returns. This paper is designed to
provide background, perspective, and a thoughtful outlook on
the topic of alternative investing.

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Posted in: White Paper
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15
2017 and Beyond: A World of Possibilities
During the last quarter of 2016 one thing became undeniably clear - the scene is set for uncertainty in 2017. From an economic standpoint, times are good in the U.S. Unemployment is steady near pre-recession lows, wage growth is picking up, and inflation is getting close to the Fed’s 2% target. These positive trends are projected to continue into 2017, with expectations having been reinforced by the Fed’s recent rate hike and more aggressive stance on raising interest rates, announcing the projection for three interest rate increases in 2017.

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15
What We Thought Would Happen, Didn't
It’s human nature to form expectations on what will happen in the future. If we had polled a group of our clients or even a larger group of people, the general consensus would have likely included similar expectations to the ones mentioned in this article. We now know those expectations did not play out.

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25
The Next Frontier - Investing in Frontier Markets
Just as promises of gold drew prospectors of the 1800s westward, the potential for higher expected returns attracts investors to the frontier markets. While the challenges differ, investors on this frontier should not brush aside the lack of liquidity or region concentration. With this in mind, utilizing a strategy that dampens the costs and risks while providing an exposure to fast-growing frontier markets (“the new emerging markets”) could provide an allocation to frontier markets that can be markedly beneficial to a diversified portfolio.

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