Content provided by Josh Jenkins, CFA, CLS Portfolio Manager Why a Hike Here Should Not Matter to Long-Term Investors The financial media has been focused on whether or not the Federal Open Market Committee (FOMC) will move to increase interest rates this week. Does this mean that long term investors should also take notice? Does… Continue reading The September FOMC Meeting
Category: Investing
A Treacherous Question: How Do Risks Compare to Potential Rewards?
Content provided by Scott Kubie, CFA, CLS Chief Strategist Advisors have a lot on their minds. In addition to worrying about regulators and a tendency to watch too much politically-slanted news, advisors seem extra-concerned about markets lately. While most questions I receive from advisors focus on a narrow market segment, a recent question captured the… Continue reading A Treacherous Question: How Do Risks Compare to Potential Rewards?
Why Investors Should Source Income Globally
Content provided by Joe Smith, CFA, CLS Senior Market Strategist Low interest rates mean one simple thing: the search for yield and income is a very real and difficult challenge for investors. With many of the world’s economies offering low, zero, or even negative interest rates, the ability for investors to generate income in portfolios… Continue reading Why Investors Should Source Income Globally
Inside Capstone: Preferred Stocks
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about why there is a place for preferred stocks in a fixed income portfolio .
Inside Capstone: Fixed Income Investors
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez gives CLS’s Portfolio Manager, Josh Jenkins, CFA, a two part answer to how active fixed income investors should be.
Inside Capstone: Rising Interest Rates
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about whether or not investors should be concerned with the rising interest rates.
Inside Capstone: Investors and Fixed Income (episode 2)
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about how investors should think about fixed income.
Inside Capstone: Credit Research and the Research Team (episode 1)
Capstone’s Director of Fixed Income Investments and Portfolio Manager, Victoria Fernandez talks with CLS’s Portfolio Manager, Josh Jenkins, CFA, about their credit research process and the overall depth of their research team.
Economic Olympics
Content provided by Kostya Etus, CLS Portfolio Manager
Keep More of What You Earn: ETF Fees vs. Mutual Fund Fees
Content provided by Joe Smith, CFA, Senior Market Strategist Here is a simple truth that has taken the investment industry a long time to come to terms with: ETFs are here to stay. ETFs have outpaced mutual funds in growth since 2005. According to Morningstar Direct data, ETFs attained an annualized growth rate of 21%,… Continue reading Keep More of What You Earn: ETF Fees vs. Mutual Fund Fees