Author: CLS Investments
505 posts written by CLS Investments
The Risks and Rewards of International Investing
March 16, 2015
Content provided by Kostya Etus, CLS Associate Portfolio Manager At CLS, we have been focusing a lot on international investing recently. One reason is that we see a significant potential for outperformance within international equities when compared to the domestic U.S. market. This potential stems from many factors, including: Valuations are more attractive in international…
Trust
March 13, 2015
Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager Trust is a key feature surrounding the financial and investment industry. Our clients trust their advisors to help safeguard their assets and grow their financial security. Our advisors trust CLS Investments to carry out the plan they have set forth for their clients and choose…
Chasing Disappointment
March 11, 2015
Content provided by Josh Jenkins, CLS Associate Portfolio Manager Last month, Portfolio Manager Grant Engelbart contributed to this blog, an entry titled Emotional Volatility. In it, Engelbart advocated a pragmatic approach to managing ones wealth. One that ignores the endless volume of market noise and the visceral and often illogical decisions it promotes. Instead, he…
Where Are You Going in Europe?
March 10, 2015
Content provided by Scott Kubie, CFA, CLS Chief Strategist I’ve never been to Europe, although I hope to go soon. When I hear people talk about traveling in Europe, they always break it down by country because there is too much history and culture to take in during a single trip. When I visit, my…
The Greats of Value Investing
March 4, 2015
Content provided by Sierra Morris-Fuchs, CLS Investment Research Analyst As someone who studies the market on a daily basis, to find securities poised to produce high returns over time, it is important not only to educate on the present, but also the past. Who better to look to for investment lessons than the investment greats?…
Emotional Volatility
February 25, 2015
Content provided by Grant Engelbart, CFA, CLS Portfolio Manager My father recently asked me about an email he received promoting a “special newsletter.” You know the kind – “The Dow Will Plummet to 6,000! – subscribe now and save yourself!” These type of doomsayers have always been around, except they become particularly loud at points…
A Cowboy in Finance
February 23, 2015
Content provided by Robyn Murray, Freelance Writer At age 23, Rusty Vanneman left a well-paid position in Boston to work on a cattle ranch. In the small, Nebraska Sand Hills town of Valentine (population 2,737), Vanneman ditched his suit to don his boots—trekking through the sand and prairie grass to brand cattle and make haystacks….
Bulls, Bonds, and Free Lunches
February 13, 2015
Content provided by Josh Jenkins Q: About a year ago, analysts predicted the bull market in bonds was over. But today, CLS says it is still intact. What changed? Going into 2014, I think the expectations on Wall Street were definitely for an increase in interest rates moving forward. During 2013, when the Fed began…
Are U.S. Equities Overvalued?
February 11, 2015
Content provided by Kostya Etus, CLS Associate Portfolio Manager The word “overvalued” has been thrown around a lot lately, specifically when referring to the U.S. stock market. But, this kind of classification needs to be put into perspective and backed up with data. The idea of elevated valuations is that they tend to lead to…
The Value of International Investing
February 5, 2015
Content provided by J.J. Schenkelberg Lately, we have been talking a lot about the attractive relative valuation of international stocks versus the S&P 500. We can see it in the earnings numbers and valuation reports. But, I don’t think anything really brings to light the relative opportunity with international stocks like the charts below. Pictures…