Content provided by Grant Engelbart, CLS Research/Portfolio Analyst With the recent volatility in fixed income and emerging markets, ETFs have come under the microscope for being less-than-perfect investment vehicles. The Financial Times (FT) published an article on June 20 that ruffled some feathers among those in the ETF industry, to say the least. Let’s briefly… Continue reading ETF Duress
Author: CLS Investments
Learning a new language: Investor-ese
Content provided by Sierra Morris, CLS Junior Investment Research Analyst Coming into the investment field as a fresh college graduate, I knew there would be many things that I would be expected to learn. Advanced reasoning, presentation, and excel skills were among my expectations; however a foreign language was not. After my first meeting at… Continue reading Learning a new language: Investor-ese
Fixed Income Markets React To The Fed
Content provided by Josh Jenkins, CLS Research/Portfolio Analyst For the second time this quarter, the Fed has indicated that we may be getting closer to a reduction in the current quantitative easing program. Since the Q&A given by Fed Chairman Ben Bernanke on June 19, fixed income markets have fallen significantly. The frequently quoted 10-year… Continue reading Fixed Income Markets React To The Fed
Growing Opportunity for Advisors
Currently, more than $16 trillion is invested in retirement plans, and that number is expected to increase by 40 percent, to $22 trillion in the next three years. That means there are tremendous opportunities for financial advisors to take on some of the fiduciary responsibility for these plans and bring a complete solution to plan… Continue reading Growing Opportunity for Advisors
What a Week to Take a Vacation!
Content by Rusty Vanneman, CLS Chief Investment Officer Despite being in the northern Rockies helping celebrate my parents 50th wedding anniversary, the global financial markets are not helping me keep my eyes off the screens. It’s also a shame that I can actually get a signal on my smartphone on various hiking trails that I’ve… Continue reading What a Week to Take a Vacation!
Introducing…
Matt Santini, CLS Portfolio Manager…
A Rising Tide Lifts All Boats…Really?
Content by Matt Santini, CLS Portfolio Manager For the mariners amongst us, we know the above statement is a gross generalization. An anchor’s rode must have enough scope to allow for the biggest tides, especially those encountered during a storm surge. Two scenarios can happen: Either the mooring pulls from the bottom, or the… Continue reading A Rising Tide Lifts All Boats…Really?
Apple: Where Did the Innovation Go?
Content provided by Case Eichenberger, CLS Internal Wholesaler Apple Inc. has a long track record of being industry innovators. Steve Jobs started the tech giant, got fired by the board, and eventually hired back. He brought us (as if I need to tell you) the iPod, iPhone, and iPad. Jobs and Apple basically redefined some… Continue reading Apple: Where Did the Innovation Go?
Taper Tantrum
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer The stock market’s gains this year have been primarily driven by a combination of less investor fear, positive price momentum, and extremely favorable liquidity conditions thanks to central banks around the world, including here in the U.S. In recent weeks, however, there is a growing… Continue reading Taper Tantrum
The Pullback-Correction-Sell Off
Content provided by Kostya Etus, CLS Investment Research Analyst There are many names for it and lots of stories, but it appears likely that there may actually be a substantial drop in the market. The main question is when and how severe? The market’s current overbought condition can be viewed as an unstoppable locomotive that… Continue reading The Pullback-Correction-Sell Off