Disconnect?
Disconnect?
Jul 10, 2014
We continue to expect that U.S. economic growth may rebound to a 3% pace for all of 2014...
Guarding Against Complacency
Guarding Against Complacency
Jul 10, 2014
Investors should expect a quiet summer with markets rolling along, but with valuations becoming frothy now is a time to consider greater exposure to assets with higher credit quality.
Benefits of Optimizing Portfolio Capture Ratios
Benefits of Optimizing Portfolio Capture Ratios
Jul 09, 2014
The world of investing has changed dramatically. Over the past decade, many investors have discovered that conventional passive growth stock approaches failed to meet their goals. Following a buy-and-hold approach, investors suffered losses of as...
Earnings Season: A Show About Nothing
Earnings Season: A Show About Nothing
Jul 09, 2014
Much like the television comedy Seinfeld, which celebrated its 25th anniversary this past Saturday, July 5, 2014, the second quarter earnings season is likely to be “a show about nothing.”
Six Factors to Look for When Moving your Investment Program
Jul 08, 2014
Investment programs move to a new broker dealer for a variety of reasons – sometimes to enliven a dormant program, sometimes to grow revenue for the institution, or sometimes, just to start a brand new program. Rarely does a broker dealer...
No Ladder Required
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No Ladder Required
Jun 24, 2016
For decades, laddered portfolios – where individual bonds are “laddered” to progressively longer maturities – have been used by many investors in their fixed-income portfolios. However, the bond market has undergone changes, such as increased...
Survey Shows Most Investors Simply “Follow Their Gut” When Making Decisions
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Survey Shows Most Investors Simply “Follow Their Gut” When Making Decisions
Apr 02, 2016
Investors worldwide are at an impasse on reaching their financial goals, relying on little more than gut instinct as a guide to investing success despite admitted lack of investment knowledge, according to a recent survey from Natixis Global Asse...
The Outlook for Yields
The Outlook for Yields
Jul 07, 2014
As U.S. economic growth gathers pace, yields on 10-year U.S. Treasuries should shift higher over the next two to three years, eventually moving as high as 3.75-4 percent. While a broad-based secular increase in inflation will be a problem that ...
A Big Leap for Annuities in Retirement Plans
A Big Leap for Annuities in Retirement Plans
Jul 01, 2014
New rules released today would make it possible to access longevity annuities in retirement plans without being subject to required minimum distribution regulations. But will it get buy-in?
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