Commentary provided by Paula Wieck, CLS Investment Research Manager While markets have pulled back a little in the last week, we’re still near record highs for the S&P 500 and Dow. The S&P 500 has returned over 125% since the low on March 9, 2009. On the 14th of this month the S&P 500 was… Continue reading Optimistic, But Cautious
Category: Investing
Risk Budgeting White Paper
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer We recently updated the CLS Risk Budgeting White Paper. Thanks to many hours of work led by Scott Kubie and Rui Wang, along with numerous contributions from the entire Investment Team and Investment Committee, we believe we were able to improve our risk budgeting methodology… Continue reading Risk Budgeting White Paper
NCAA Tourney Picks and Managing Money
Content Provided by Scott Kubie, CFA, CLS Chief Strategiest When I was teaching at the University of Nebraska Omaha, I always enjoyed contrasting March Madness strategies with investment strategies. March Madness is an interesting contest because it takes place over a short time, but not too short of time. You can analyze your strategy and… Continue reading NCAA Tourney Picks and Managing Money
The Market Keeps Going, and Going, and Going. . .
Content provided by J.J. Schenkelberg CLS, CFA, Senior Portfolio Manager Someone at CLS (I won’t name any names) told a story once about coming home from the airport very late at night, shortly after the Dodge overpass was built. On a deserted Dodge road he found himself climbing higher next to orange cones. Not knowing… Continue reading The Market Keeps Going, and Going, and Going. . .
High Dividend Stocks Continue to Outperform
Commentary provided by Rui Wang, CLS Investment Research Analyst The 2012 market rally has continued into 2013, and high dividend stocks continue to generate decent gains. As the chart below shows, two major high dividend ETFs have outperformed the iShares Core S&P ETF (Ticker: IVV) so far this year. Alpha. Investopedia.com: Often considered to represent the… Continue reading High Dividend Stocks Continue to Outperform
It’s Quiet…Too Quiet?
As the VIX, a measure of the implied volatility of the S&P 500, continues to decline, I can’t help but wonder if the market hasn’t become too complacent. Perhaps, as the movies teach us, the unnatural quiet portends the doom of our beloved hero, the S&P 500. Or, does it? Bloomberg did a little digging… Continue reading It’s Quiet…Too Quiet?
Why I am a Portfolio Manager
Content Provided by Paula Wieck, CLS Investment Research Manager There is no shortage of reasons why I chose investment management for my profession. These motivating factors began during my childhood, when my desire to help people become financially secure began to take shape. Now, as a portfolio manager, every decision I make, I not only… Continue reading Why I am a Portfolio Manager
Why I Like Domestic Energy
Content Provided by Paula Wieck, CLS Investment Research Manager Outside the U.S., oil and natural gas prices have stayed high, particularly in Europe and Japan, where resources are limited. In the meantime, the U.S. is experiencing a boom in oil and natural gas production! America’s dependency on foreign imports of oil and natural gas has… Continue reading Why I Like Domestic Energy
新年快乐 (Happy New Year)!
Content Provided by Rui Wang, CLS Research Analyst Last Sunday was New Year’s Day according to the Chinese calendar. Millions of Chinese enjoyed extravagant celebrations and extended vacations. So far, both the Chinese economy and equity markets have had a great start, making the national holiday even more enjoyable. It seems like a great time… Continue reading 新年快乐 (Happy New Year)!
Miner Forty-Niner(s)
Two seasons ago (2010), the San Francisco 49ers finished 6-10 in the regular season for third place, in statistically, the worst division in the NFL. If one looks at the two-year returns of all 154 sub-sectors of the S&P 1500 SuperComposite index*, five of the bottom 12 sub-sectors were the metals and mining sectors that… Continue reading Miner Forty-Niner(s)