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… Continue reading Our Latest Thinking on Regional Positioning in Portfolios
CLS Blog
CLS Investments: Q&A with Edward Rosenberg, American Century – Part 2
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.
CLS Investments: Q&A with Edward Rosenberg, American Century – Part 1
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.
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!