Author: CLS Investments

DOL Fiduciary Rule Update

Content provided by Mike Forker, CLS Chief Compliance Officer Friday President Trump will sign an executive order instructing the Department of Labor to review the fiduciary rule and instructed the Department of Labor to consider delaying or amending it. While this is a signal that the Department of Labor will likely seek to delay the rule… Continue reading DOL Fiduciary Rule Update

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Trading on Headlines: One Strategy That Did Not Work in 2016

Content provided by Case Eichenberger, CIMA, CLS Client Portfolio Manager In 2016, every major index that CLS tracks was positive, as shown in the chart below, and outperformed cash (which is the whole reason to invest in stocks and bonds in the first place). In the CLS Quarterly Market Outlook, we often write about what worked… Continue reading Trading on Headlines: One Strategy That Did Not Work in 2016

A Terrible Year?

2016 review banner - text in vintage letterpress wood type block with a cup of coffee

Content provided by Kostya Etus, CFA, CLS Portfolio Manager Let’s review some events that took place over the last year: At the end of 2015, the U.S. Federal Reserve (Fed) hiked rates for the first time in nearly 10 years (the last one was in June 2006). 2016 began with one of the worst market… Continue reading A Terrible Year?

The Bright Side of Rising Rates

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Content provided by Grant Engelbart, CFA, CAIA, CLS Portfolio Manager Investors have been infatuated with the timing and pace of the Federal Reserve’s (Fed’s) plan to raise interest rates ever since rates were pinned at the zero bound in the midst of the financial crisis. Most of the rhetoric regarding interest rate hikes is negative,… Continue reading The Bright Side of Rising Rates

Three Biases Investors Should Avoid in 2017

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Content provided by Joe Smith, CFA, CLS Senior Market Strategist 2016 is now in the books with investors clearly doing better than they may have expected at the start of last year.  Global markets were up.  Value investing is back in vogue again.  Economic growth seems to be showing signs of improvement both at home… Continue reading Three Biases Investors Should Avoid in 2017

Global Debt Levels

Debt crisis flowchart on a chalkboard with globe showing USA

Content provided by Scott Kubie, CFA, CLS Chief Investment Strategist The recent short-term rally in global stock markets has boosted optimism towards equity investments. While always glad to see our clients benefiting from market increases, CLS portfolio managers continue to keep a vigilant eye on market risk. In addition to our Risk Budgeting Methodology, we… Continue reading Global Debt Levels

Why Smart Beta ETFs are Leading the New Investment Revolution

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Content provided by Joe Smith, CFA, CLS Senior Market Strategist Our industry continues to undergo a deep transformation that is shaking the very foundation of investing. Over the last two decades, indexing has moved from an afterthought for many investors to an increasingly dominant trend that has allowed many to access the global markets at… Continue reading Why Smart Beta ETFs are Leading the New Investment Revolution

Never Forget

Content provided by Robyn Murray, Freelance Writer Five years ago, Bryan Gelster found himself overturned in his vehicle at the bottom of a 100-foot ditch, partially submerged in water. He made it out, and he knows how lucky he is to say that he did. He wears a wristband with the date of the accident… Continue reading Never Forget