Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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With investors moving out of fixed income and hedge funds, “those dollars have flowed into private equity, operating companies and cash flow producing assets such real estate.”
Outperformance is a factor of the profitability of the companies in the "sin" industries. Investors can emulate those returns in more straight-laced businesses.
It’s easy to position your client’s portfolio for the oncoming bear market—if you know when it's coming. Advisors shouldn’t try to invest around a down market, but they should prepare their clients for the inevitable bumps.