CLS Blog

U.S. Economy: 3 Strengths and Weaknesses

November 7, 2018

Content Provided by Kostya Etus, CFA, Senior Portfolio Manager There are many drivers of the economy and the financial markets which are always present. It is important to evaluate them, determine which may be the most important, and help address investor concerns. Each month, the CLS Portfolio Management team discusses the various reasons markets could…

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Midterm Elections: Quick Facts on the Market Impact

November 1, 2018

Content provided by Shana Sissel, CAIA, Portfolio Manager The U.S. midterm elections are just around the corner, and investors remain concerned about how the results could impact the equity markets. The answer is simpler than many may think: The midterm elections have historically been positive for U.S. equities. It may sound odd not to consider…

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Our Worst Performing Household

October 25, 2018

Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager I normally would never single out individual investor performance, but in this case I believe it’s necessary. Earlier this year, on the same day, two accounts in the same household were invested in two different CLS strategies with a 100 Risk…

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Millennials Ruin Everything

October 17, 2018

Content Provided by Michael Hadden – Investment Research Analyst Seriously. Just go online and look. In fact, this article cites 70 different things millennials have “killed,” an impressive feat for a generation spanning the ages of 22 to 37. So, if millennials are so great at destroying things we know and love, are they also…

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The Right Path

October 9, 2018

Content provided by Robyn Murray, Freelance Writer Colin Maloy always figured he’d be a dentist. His dad’s a dentist. His grandfather was a dentist. But when he finally got to dentistry school and sat down in class, he realized he hated biology. “It was the most painful thing in the world,” he recalled. “I did…

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Out of the Kitchen

September 21, 2018

Content provided by Robyn Murray, Freelance Writer If you ever make it to Summer Kitchen Café in Omaha, you’ll find a bustling bakery, delicious comfort food – at least 10 varieties of potato casserole – and a range of tempting hot drinks. You’ll also probably find Jesse Bargstadt, or a member of his family. “My…

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ESG Investing: Myths and Truths

September 21, 2018

Content Provided by Kostya Etus, CFA, Portfolio Manager Col. Jessep: You want answers? Kaffee: I WANT THE TRUTH! Col. Jessup: YOU CAN’T HANDLE THE TRUTH!! – A Few Good Men (1992) ESG (environmental, social, and governance) investing has been a hot topic lately. Asset growth has reflected this, picking up over the last couple of…

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The Pitfalls of “Resulting”

September 7, 2018

Content provided by Joe Smith, CFA, CLS Senior Market Strategist Focusing only on results can lead to hindsight bias. Outcomes should always be evaluated relative to the quality of the initial decision. At CLS, our decision to overweight international stocks has solid footing in data and research. As a portfolio manager, I generally have a…

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Happy Birthday, Warren

September 4, 2018

Content provided by Grant Engelbart, CFA, CAIA, Senior Portfolio Manager & Co-Director of Research Warren Buffett turned 88 years old on Thursday, August 30. Quite possibly the most famous value investor of all time, Buffett took control of Berkshire Hathaway in 1965 (“that is, when current management took over”). Since then, the company has transformed…

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ESG Investing: Look for Progress, Not Perfection

August 23, 2018

Content Provided by Rusty Vanneman, CFA, CMT – Chief Investment Officer Recently, I took up paddle board racing. It has appeal in a variety of ways: the discipline that goes along with training for an event on the calendar, the competitive aspect of the budding sport, plus it’s a lot of fun! Paddle boarding is…

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