Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez gives CLS’s Portfolio Manager, Josh Jenkins, CFA, a two part answer to how active fixed income investors should be.
Author: CLS Investments
Inside Capstone: Rising Interest Rates
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about whether or not investors should be concerned with the rising interest rates.
Inside Capstone: Investors and Fixed Income (episode 2)
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about how investors should think about fixed income.
Inside Capstone: Credit Research and the Research Team (episode 1)
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about their credit research process and the overall depth of their research team.
Economic Olympics
Content provided by Kostya Etus, CLS Portfolio Manager
Keep More of What You Earn: ETF Fees vs. Mutual Fund Fees
Content provided by Joe Smith, CFA, Senior Market Strategist Here is a simple truth that has taken the investment industry a long time to come to terms with: ETFs are here to stay. ETFs have outpaced mutual funds in growth since 2005. According to Morningstar Direct data, ETFs attained an annualized growth rate of 21%,… Continue reading Keep More of What You Earn: ETF Fees vs. Mutual Fund Fees
Lackluster Market Returns and the Growing Responsibility of the Individual Investor
Content provided by Paula Wieck, CLS Portfolio Manager Back in May, the McKinsey Global Institute published a report, Diminishing Returns: Why Investors May Need to Lower Their Expectations. The title is self-explanatory. In essence, the report states circumstances of the last 30 years produced returns in both stocks and bonds that were above the long-term… Continue reading Lackluster Market Returns and the Growing Responsibility of the Individual Investor
A Play in Three Acts
Content provided by Robyn Murray, Freelance Writer Brian Ragle has taken a detour-driven road to get to where he is. He started out as a theater major who traveled to New York to audition for the stage. A few years later, he was deep into the savings and loan industry about to face an epic… Continue reading A Play in Three Acts
#1 App – Fad or Fiction?
Content provided by Kostya Etus, CLS Portfolio Manager You knew this was coming sooner or later, and who better to report on it than the resident gamer himself (which is me if you were not sure). The Pokémon Go app has been #1 on the Apple App Store since launch on July 6th. It has… Continue reading #1 App – Fad or Fiction?
Adding Alpha to Income
Content provided by Josh Jenkins, CFA, CLS Portfolio Manager Income investors have struggled to find yield since the financial crisis when the Federal Reserve (Fed) instituted a zero interest-rate policy. Even the move by the Fed last December to raise the benchmark rate for the first time in seven years has offered no relief. In… Continue reading Adding Alpha to Income