Category: Economy

105 posts categorized as "Economy"

Currencies’ Impact on Portfolios (and My Honeymoon)

September 14, 2017

Content provided by Joshua Jenkins, CFA, Portfolio Manager Over the last year, currencies have been on the forefront of my mind, which is unusual. I’m not saying they are not important. In the short term, they definitely impact returns. Portfolio Manager Case Eichenberger recently wrote about that here. Over the long term, however, the impact…

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Oh, That Crazy Debt Ceiling

September 8, 2017

Content provided by Marc Pfeffer, Senior Portfolio Manager I know many investors don’t follow the short-term Treasury market on a day-to-day basis. But, as someone who has followed the fixed income market for my entire career, which includes running money market funds, I know these securities are key components. During the summer months, the debt…

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CLS Answers Your Questions

May 4, 2017

Content provided by Case Eichenberger, CIMA, Client Portfolio Manager I’ve received a few thoughtful questions from advisors this week, and I’d like to address them as I believe they may be on the minds of many CLS clients. How will President Donald Trump’s tax plan affect the economy and how are we positioning portfolios? The…

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A Terrible Year?

January 26, 2017

Content provided by Kostya Etus, CFA, CLS Portfolio Manager Let’s review some events that took place over the last year: At the end of 2015, the U.S. Federal Reserve (Fed) hiked rates for the first time in nearly 10 years (the last one was in June 2006). 2016 began with one of the worst market…

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The Bright Side of Rising Rates

January 20, 2017

Content provided by Grant Engelbart, CFA, CAIA, CLS Portfolio Manager Investors have been infatuated with the timing and pace of the Federal Reserve’s (Fed’s) plan to raise interest rates ever since rates were pinned at the zero bound in the midst of the financial crisis. Most of the rhetoric regarding interest rate hikes is negative,…

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Global Debt Levels

January 11, 2017

Content provided by Scott Kubie, CFA, CLS Chief Investment Strategist The recent short-term rally in global stock markets has boosted optimism towards equity investments. While always glad to see our clients benefiting from market increases, CLS portfolio managers continue to keep a vigilant eye on market risk. In addition to our Risk Budgeting Methodology, we…

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Lackluster Market Returns and the Growing Responsibility of the Individual Investor

August 11, 2016

Content provided by Paula Wieck, CLS Portfolio Manager Back in May, the McKinsey Global Institute published a report, Diminishing Returns: Why Investors May Need to Lower Their Expectations. The title is self-explanatory. In essence, the report states circumstances of the last 30 years produced returns in both stocks and bonds that were above the long-term…

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Investing Through the Emotional Ups and Downs

September 25, 2015

Content provided by Scott Kubie, CFA, CLS Chief Strategist More than any other season, fall brings greater emotional volatility. I’m not talking about the markets (yet). I’m talking about sports. The four most important sports to me are tennis (my son’s high school team), Nebraska football, Nebraska women’s volleyball, and baseball (Minnesota Twins). All have…

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Budgeting and Retirement

August 11, 2015

Content provided by Kostya Etus, CLS Associate Portfolio Manager Retirement marks the beginning of a permanent vacation. Something very near and dear to most people’s hearts. Although I know there are some out there who want to work until they aren’t able, the majority of us want to retire early. What many don’t realize, however,…

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August 4, 2015

Content provided by Grant Engelbart, CFA, CLS Portfolio Manager As the market has seemingly put the Greek crisis behind it for a couple of weeks, I might as well bring it back up!  The media certainly hasn’t let it go. Financial news is still enamored with Greece. The country, whose economy is the size of…

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