Category: Investing
390 posts categorized as "Investing"
Trust Matters, Especially When Only Half Say They Have It
August 30, 2013
Content provided by Steve Donahoe, CLS Senior Portfolio Manager Being a CFA Charter holder and having just watched a number of my colleagues deal with the result of the recently released CFA exam, I could not help but reflect back on my efforts around the CFA program and what the mission statement for the CFA Institute…
Go Corn!
August 29, 2013
Content provided by Kostya Etus, CLS Research/Portfolio Analyst Living in Nebraska, it is hard to not be a Nebraska Cornhuskers college football fan. Around this time of year, everyone starts getting very excited about the upcoming season, which happens to kick off Saturday! Recently, when I think about the Cornhuskers, I tend to focus specifically…
Missed the Cut
August 23, 2013
Content provided by Grant Engelbart, CLS Research/Portfolio Analyst In the ETF world, there is a constant barrage of new ETFs being issued and companies filing for new ETFs with the SEC. What’s often ignored is there are also a number of ETFs that close down each year. There are a number of reasons an ETF…
Hiking the Whites
August 15, 2013
Imp Face looking over Pinkham Notch at the Presidential Range Content provided by Rusty Vanneman, CLS Chief Investment Officer Last weekend I traversed most of the Wildcat and Carter ridges in the New Hampshire White Mountains – in one day. Somehow, I convinced some good friends to join me. It was the latest version of…
Dovish FOMC Statement Gives Bond Market a Breather
August 14, 2013
Content provided by Josh Jenkins, CLS Research/Portfolio Analyst For the first time since March, the bond market was not sent into a tailspin upon the release of the FOMC meeting statement. After each statement released between the April and July FOMC meetings, the 10 year Treasury yield jumped at least 10 basis points over the…
Is Mr. Market Still Relevant?
August 8, 2013
Content provided by Sierra Morris, CLS Research/Portfolio Analyst Mr. Market is an analogy that all Warren Buffet and Benjamin Graham scholars are familiar with. The analogy helps to explain the volatility of the market and why it is important to ignore the daily fluctuations and focus on a longer time horizon. The story goes that…
ETF vs. Mutual Fund Costs Examined
August 6, 2013
Content provided by Kostya Etus, CLS Research/Portfolio Analyst The general notion that ETFs are more cost efficient because of on their expense ratios, is not always true. There are additional trading related costs that need to be considered, such as commissions and bid/ask spreads. There are actually various explicit and implicit costs associated with both…
Be Patient with Current Strategies
August 5, 2013
Content provided by Rui Wang, CLS Research/Portfolio Analyst Fund investors tend to chase top performers and abandon bottom ones. According to recent research done at CLS, this strategy is myopic and does not serve an investor’s best interest in the long term. Using Morningstar’s mutual fund database, we collected three years of rolling category return…
Abemania!!
August 1, 2013
Content provided by Scott Kubie, CLS Senior Portfolio Manager A few weeks ago, Japanese voters gave Prime Minister Shinzo Abe more freedom to pursue his growth and reform agenda by handing his coalition majority control of the Parliament’s upper house. This victory follows up December’s election that gave Abe’s party, the Liberal Democratic Party (LDP)…
In the Market for a New House?
July 19, 2013
Content provided by Paula Wieck, Manager of Investment Research Looking to buy a new house? Holding off because mortgage rates have climbed over a staggering 1 percent since May? Are you checking mortgage rates daily – and cringing, feeling like you dropped the ball on a great buying opportunity? Here’s something to make you feel…