Author: CLS Investments
505 posts written by CLS Investments
How Have I Changed?
September 29, 2017
Content provided by Rusty Vanneman, CFA, CMT, Chief Investment Officer I’m often asked by investors, now that I have 30 years in the industry under my belt, how I have changed as an investment professional over the years. It’s a good question and, frankly, it should be asked of every investment manager and advisor. The…
Market Performance Around Crisis Events
September 27, 2017
Content provided by Kostya Etus, CFA, Portfolio Manager Mr. Market may give a nod to a geopolitical crisis but is really more concerned with economic strength and corporate profitability. While a crisis may weigh on the economy, it is typically not the case. There have been a lot of headlines recently about North Korea, Venezuela,…
The Arranger
September 22, 2017
Content provided by Robyn Murray, Freelance Writer It takes a lot to get Patty Colombe down. Naturally sunny and cheerful, Colombe believes in staying positive in the face of adversity. But, she’s had her share of trials. Over the last few years, Colombe lost her mother and nearly lost her grandson in a car accident….
Q&A with Christopher Davis, Portfolio Manager at Davis Funds
September 15, 2017
CLS’s Chief Investment Officer, Rusty Vanneman, CFA, CMT sits down with hristopher Davis, a Portfolio Manager at Davis Funds and explores what it means to be a good individual investor, what characteristics a respectable financial advisor should possess, and what a financial advisor should look for in a professional money manager.
Currencies’ Impact on Portfolios (and My Honeymoon)
September 14, 2017
Content provided by Joshua Jenkins, CFA, Portfolio Manager Over the last year, currencies have been on the forefront of my mind, which is unusual. I’m not saying they are not important. In the short term, they definitely impact returns. Portfolio Manager Case Eichenberger recently wrote about that here. Over the long term, however, the impact…
Oh, That Crazy Debt Ceiling
September 8, 2017
Content provided by Marc Pfeffer, Senior Portfolio Manager I know many investors don’t follow the short-term Treasury market on a day-to-day basis. But, as someone who has followed the fixed income market for my entire career, which includes running money market funds, I know these securities are key components. During the summer months, the debt…
Why Stock-to-Bond Ratios are Poor Measurements of Risk
August 31, 2017
Content provided by Joseph Smith, CFA, Senior Market Analyst Risk Budgeting makes CLS different in its ability to measure and manage risk in portfolios. Risk Budgeting is not the same as managing to a stock-to-bond ratio. Stock-to-bond ratios can lead to undesirable levels of risk for long-term investors. At CLS, we differ from our money-managing…
Some Trading Maxims That Influenced My Investing
August 18, 2017
Content provided by Rusty Vanneman, CFA, CMT, Chief Investment Officer Years ago, I worked with bond and currency traders around the world (mostly in New York City, Chicago, and London), providing trading recommendations and market commentary every 20 minutes during market hours. The work environment was fast-paced, fun, and absolutely awesome in terms of being…
Open Doors
August 16, 2017
Content provided by Robyn Murray, Freelance Writer Bailey Neben was scanning the Babson College alumni directory when she realized she was just one of 13 Nebraskans to ever attend the Boston-based university. Who were these fellow Cornhuskers? What drove them to the East Coast? Did they ever go back home? She started wondering about this…
Are International Stocks Really Beating U.S. Markets?
August 11, 2017
Content provided by Case Eichenberger, CIMA, Client Portfolio Manager Of course they are! Are you kidding me? It’s not even close! (This is what I imagine you’re saying in your head right now.) Just take a look at the data below from two ETFs that proxy the U.S. and international stock markets: ITOT for the…