CLS Blog

New Adventures

December 14, 2017

Content provided by Robyn Murray, Freelance Writer Anders Smith sort of fell into the financial industry. “As most people did at that time,” he said. “By accident.” It was 1986, and Smith was 22. He had moved to Boston with $50 in his pocket, a liberal arts diploma, and his bicycle loaded on the back…

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Our Latest Thinking on Regional Positioning in Portfolios

December 13, 2017

Content provided by Paula Wieck, CFA, Portfolio Manager  At CLS, we are constantly reviewing all asset classes for changes in the market environment.  We monitor relative valuations, technical and behavioral indicators (such as moving averages and investor sentiment), quality fundamentals, macroeconomic data, and quantitative data such as various risk metrics, costs, and so forth. Although…

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CLS Investments: Q&A with Edward Rosenberg, American Century – Part 2

December 7, 2017

Joseph Smith, CFA, CLS Senior Market Strategist and Edward Rosenberg, Senior Vice President and Head of ETF American Century Investments continue to discuss the world of ETFs. Smith asks Rosenberg about the “race to zero” and if the price of ETFs really matters.

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CLS Investments: Q&A with Edward Rosenberg, American Century – Part 1

December 6, 2017

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.

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Security Verification Procedures

November 24, 2017

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…

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Best Holiday Advice: Don’t Chase Performance

November 22, 2017

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,…

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Bitcoin: What Is It Good For?

November 17, 2017

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…

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ETF Expense Ratios: More Than Meets the Eye

November 16, 2017

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…

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Five Reasons to Keep Expectations Low for Market Returns

November 6, 2017

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…

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The Rise (and Fall?) of Bitcoin

November 2, 2017

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…

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