Category: Economy
114 posts categorized as "Economy"
Value Investing Works – But It’s Hard For a Variety of Reasons
November 13, 2014
Content provided by Rusty Vanneman, CLS Chief Investment Officer Why does value investing work? Simply put, the expected return for any investment is determined by the price you pay. For example, a great company could still be a bad investment if the price paid is too high. Conversely, a sub-par company could be a good investment…
From Europe, With Love
November 5, 2014
Content provided by Kostya Etus – Research/Portfolio Analyst I recently took a tour of Europe with my wife. We started in London, then traveled to Paris, Lucerne, Venice, Florence, and finally Rome. Two significant observations became very apparent to me: Every city was very different when compared to the others (as well as to the…
Returns by Time Horizon
October 30, 2014
Content provided by Sierra Morris – Jr. Investment Research Analyst The recent sell-off has been alarming for investors. However, is this move over a short period of time warranted in causing so much concern? We consistently tell investors to focus on the long term when looking at their investment portfolios, so let’s take a look…
CLS’s Top 10 ETF Holdings
October 28, 2014
Content provided by Sierra Morris, Jr. Investment Research Analyst Below are our top 10 holdings as of September 30, 2014 1. VIG: Vanguard Dividend Appreciation (5.8%) This fund identifies domestic firms that have increased their dividends for at least 10 years and uses screens to avoid companies that are likely to cut dividends in…
Hedge the Euro? Not So Fast!
October 22, 2014
Content provided by Paula Wieck, CLS Manager of Investment Research While CLS still thinks Europe looks attractive, what about the euro? Clearly by increasing our European exposure, we are increasing our exposure to the euro as well. Despite the fact that the dollar has been on a tear lately, the euro has fallen considerably since…
Move Over Buck, Bartering Is Back!
October 17, 2014
Content provided by Nate Wattier, Client Services Manager In Spain, where the European financial crisis is hitting hardest, unemployment is at a staggeringly high level: 26% overall, and nearly double that figure for young persons. Spaniards are getting creative in order to meet their daily needs. With the euro scarce, alternatives to currency are popping…
How to Build Trust
June 27, 2014
Content provided by Sierra Morris, CLS Junior Investment Research Analyst I think we can all agree that trust in financial professionals was tarnished following the crisis in 2008, and still has not been fully recovered. You can see and hear it anywhere – from Occupy Wall Street to your neighbor who talks about how they…
The Velocity of Money
June 16, 2014
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,…
What About Cash?
May 15, 2014
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…
Q&A with CLS Portfolio Managers
September 30, 2013
What would a government shutdown mean to the markets? Steve Donahoe, CFA The risk of a shutdown on Oct. 1 is a distinct possibility. Some members of the house want to de-fund Obamacare which is obviously a no go with Democrats, especially in the Senate. If they can’t work out a compromise, many functions of…