Content provided by Rusty Vanneman, CLS Chief Investment Officer A lot of information flows across investors’ screens these days, more information than ever before. This is the case for both individual and professional investors. Just how much of this information is important though? How much is just trivia and filler? How much of it is… Continue reading How to Use the News
CLS Blog
The Velocity of Money
Content provided by Scott Kubie, CLS Chief Investment Strategist With all the effort central banks have made to revive economic growth, why hasn’t it increased? While not the culprit, the velocity of money is the statistic that shows why the efforts aren’t being met with proportionate success. According to Investopedia, the velocity of money measures is,… Continue reading The Velocity of Money
Advisor Insight: Anthony Lishka, Lishka Financial
Anthony Lishka, Financial Advisor with Lishka Financial discusses the value, for clients and himself, in working with a family owned firm.
The Long and Short of It
Content provided by Grant Engelbart, CLS Portfolio Manager The world of alternative investments is vast, and often times a little blurry. A good place to start when thinking about alternatives is a fairly simple idea – buy stocks you like, sell stocks you don’t. This is the general premise for a long/short strategy. Since, in… Continue reading The Long and Short of It
Market Return Indicators
Content provided by J.J. Schenkelberg, CFA, Senior Portfolio Manager How to predict market returns. That is the magic formula that investors have been seeking since the beginning of investment time. While there are dozens of factors that could be used, the three predominant factors that are widely accepted throughout the investment world include: 1. Earnings… Continue reading Market Return Indicators
Q&A with CLS Chief Investment Officer, Rusty Vanneman
CLS’s Chief Investment Officer, Rusty Vanneman discusses two important studies recently released from Dalbar and Vanguard.
Q&A with CLS Senior Portfolio Manager, J.J. Schenkelberg
CLS Senior Portfolio Manager, J.J. Schenkelberg answers questions on the rising rate environment, where bonds fit into our 2014 investment themes, and where we are with specific investments.
GIPS Verification: Why is it Important?
Content provided by Mike Forker, CLS Chief Compliance Officer At CLS, we often highlight the fact that our performance is GIPS® verified; we state it on our presentations, include it in our marketing materials, and post it on our website. We say it often because it is something we are very proud of. But while… Continue reading GIPS Verification: Why is it Important?
What About Cash?
Content provided by Kostya Etus, CLS Investment/Research Analyst Most asset classes can be put into two broad categories which are stocks and bonds. The combination of these categories is perhaps the most widely recognized form of investment diversification, in the simplest sense, and has been for decades. The idea of diversification stems from correlation (parallel… Continue reading What About Cash?
What’s Happening with CLS’s International Rotation Quad Portfolio
Content provided by Rui Wang, CLS Investment/Research Analyst It has been a very good run for CLS International Rotation Quad portfolio so far this year. At the end of April, CLS International Rotation Quad gained 2.97% since its inception on October 30, 2012, outperforming its benchmark (MSCI ACWI ex U.S. index) by over 100 basis… Continue reading What’s Happening with CLS’s International Rotation Quad Portfolio