Stifel Sees S&P 500 Delivering Little Returns Into Early 2030s

Dec 04, 2023

The type of high-level S&P 500 performance seen in the decade prior to 2021, “is gone for a generation,” according to Stifel's Barry Bannister.

The Charlie Munger Principles to Invest and Live

Nov 29, 2023

The iconic investor left a lengthy record of the keys to his success, delivered with his trademark bluntness and humor.

Charlie Munger, Who Helped Buffett Build Berkshire, Dies at 99

Nov 28, 2023

Munger helped Warren Buffett craft a philosophy of investing in companies for the long term.

Wall Street’s $300B Middleman Rides Model-Portfolio Boom

Nov 28, 2023

Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers.

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Navigating Volatility: Fidelity's Unique Approach to Hedged Equity Solutions

Feb 27, 2024

Insights from Eric Granat, portfolio manager & equity derivatives analyst at Fidelity, on active management, and explicit cost models in crafting robust hedging strategies.

Tokenize Stocks, Bonds, Funds, But Proceed With Care

Nov 21, 2023

Replacing a 700-year-old system of recording asset ownership with digital chips comes with its own set of risks.

Helios Rolls Out Scheduling Features For Its Model Rebalancing

Nov 16, 2023

Advisors will now have more flexibility in scheduling rebalances of their chosen models.

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Why Do I Keep Hearing About Private Equity?

Nov 14, 2023

Today, a broad structural shift is underway with private markets becoming larger, more diverse, and more available to companies and investors than ever before.

BlackRock’s $100 Billion Model Makers Are Betting on Megacaps

Nov 08, 2023

BlackRock sees balance-sheet strength, positive earnings revisions among larger-cap firms.

Bonds as Diversifiers Aren’t Dead — Just Dormant

Oct 26, 2023

Stock-bond correlations are positive again, making many observers question conventional investing wisdom.