Joseph Smith, CFA, CLS Senior Market Strategist sits down with Edward Rosenberg, Senior Vice President and Head of ETF American Century Investments to discuss where the industry has been, where it is going, and important challenges/issues that need to be solved.
Author: CLS Investments
Security Verification Procedures
Content provided by Nate Wattier, Project Manager The security of our clients’ accounts and personal information is very important to us at CLS. We understand that with the prevalent threat of cyber breaches and security risks, investors not only value, but also need top-of-line security measures in place to protect them. One of the measures… Continue reading Security Verification Procedures
Best Holiday Advice: Don’t Chase Performance
Content provided by Jackson Lee, Quantitative Investment Research Analyst Thanksgiving has always been one of my favorite holidays. Besides stuffing myself with seemingly bottomless turkey and desserts, I enjoy the tradition of reflecting on what we are grateful for and taking time to be with our loved ones. But if your family is like mine,… Continue reading Best Holiday Advice: Don’t Chase Performance
Bitcoin: What Is It Good For?
Content provided by Mark Matthews, Investment Research Analyst A Commodity? An Equity? Bitcoin continues to reach new highs, closing at $7,058 per share on November 2, 2017. But for many investors, bitcoin remains somewhat of a mystery. So, what is this highly popular digital currency, and why is it continuing on such a tear? Bitcoin… Continue reading Bitcoin: What Is It Good For?
ETF Expense Ratios: More Than Meets the Eye
Content provided by Grant Engelbart, CFA, CAIA, Portfolio Manager We’ve all got our pet peeves and soap boxes. For most people they have to do with human behavior. But for me, my biggest pet peeve is the constant attention to ETF expense ratios! The fee war has gotten out of control. I’m actually surprised there… Continue reading ETF Expense Ratios: More Than Meets the Eye
Five Reasons to Keep Expectations Low for Market Returns
Content provided by Kostya Etus, CFA, Portfolio Manager “The light that burns twice as bright burns half as long, and you have burned so very, very brightly, Roy.” – Eldon Tyrell, Blade Runner (1982) As regular readers of the CLS blog may know, I love watching movies. But, I am often disappointed with great movies… Continue reading Five Reasons to Keep Expectations Low for Market Returns
The Rise (and Fall?) of Bitcoin
Content provided by Marc Pfeffer, Senior Portfolio Manager During the technology craze and eventual bust in the late 1990s, investors — myself included — didn’t know what they were buying; they just knew the stock symbols. It was irrelevant whether the companies made money or not, or what the price-to-earnings ratios were. It was a… Continue reading The Rise (and Fall?) of Bitcoin
Having Regret Doesn’t Pay!
Content provided by Paula Wieck, CFA, Portfolio Manager In early October, it was announced that Richard Thaler, renowned economist and theorist in behavioral finance, was awarded 2017’s Nobel Prize in Economic Sciences. Thaler, amongst other behavioral economists, such as Daniel Kahneman and Amos Tversky, have made tremendous contributions to this field of science, which has… Continue reading Having Regret Doesn’t Pay!
Think Big by Going Small
Content provided by Joe Smith, CFA, Senior Market Strategist Small-cap stocks have long offered investors opportunities to capture sizable gains either through index exposure or active management. The long-term excess return premium to small-caps has been well documented and exploited by investors for decades. This year, small-caps have generally lagged relative to the rest of… Continue reading Think Big by Going Small
The Biggest Risk in the Markets
Content provided by Rusty Vanneman, CFA, CMT, Chief Investment Officer At a recent panel, an advisor asked our portfolio managers what they believed to be the biggest risk in the markets today. As usual, I was proud of every response from our portfolio managers on the panel. We sounded smart, disciplined, and experienced. We should… Continue reading The Biggest Risk in the Markets