Category: Investing
390 posts categorized as "Investing"
10 Years Later: Lessons Learned from the Global Financial Crisis
April 20, 2018
Content provided by Rusty Vanneman, CFA, CMT, Chief Investment Officer Question: Ten years have passed since the onset of the financial crisis. What about the past decade has changed your thinking about the economy, financial markets, or investing? While I honestly think most of my investment philosophy and approach remains essentially the same, there are degrees of emphasis that have…
Market-ology: Filling out Brackets and Navigating Financial Markets
March 29, 2018
Content provided by Mark Matthews, Investment Research Analyst “Your biggest opponent isn’t the other guy. It’s human nature.” — Bobby Knight, retired basketball coach. For basketball fans around the country, St. Patrick’s Day marked the start of March Madness — and it has certainly been a wild one. A 16-seed beat a 1-seed for the…
Three Reasons Not to Get the Jitters about Market Volatility
February 23, 2018
Content provided by Joe Smith, CFA, Senior Market Strategist The first quarter of 2018 has so far seen a bout of market volatility that in some ways is long overdue. At the end of January, markets began to move — falling from slightly positive to near-correction territory by early February. Although much of the sell-off…
A Perfectly Natural, Normal Thing
February 15, 2018
Content provided by Kostya Etus, CFA, Portfolio Manager To quote someone that I’ve learned quite a bit from, you and I are a perfectly natural, normal thing. Perfectly natural. — Jim Levenstein, American Wedding (2003) We knew the historically low levels of volatility couldn’t last forever. It wasn’t normal and bound to end. We experienced…
2017 Markets in Review: Cryptoassets, Market Highs, and Value vs Growth
January 25, 2018
Content provided by Mark Matthews, Investment Research Analyst While short on market volatility, 2017 suffered no shortage of excitement. Major U.S. indices went on a tear with both the S&P 500 and Dow Jones Industrial Average (DJIA) setting all-time record highs. However, the biggest theme of 2017 was the breakout year in cryptoassets. Cryptoassets took…
Three Surprising Facts About Risk Budgeting
January 12, 2018
Content provided by Case Eichenberger, CIMA, Client Portfolio Manager Risk management through Risk Budgeting is at the heart of what we do at CLS. We discuss it often in our commentary to remind investors of our philosophy and of risk in general. A recent study by Factset shows fewer than half of high-net-worth investors fully…
Bitcoin Bubble About to Burst? Not So Fast!
December 28, 2017
Content provided by Michael Hadden, Junior Research Analyst For every social media darling claiming to have struck it rich with Bitcoin, there’s a prominent investor calling it a fraud or bubble, see here and/or here. You’d probably want to trust Warren Buffett over @MrMoneyBags on Twitter, right? As the College Football Analyst, Lee Corso, likes…
Keeping Up With Millennials
December 20, 2017
Content provided by Kostya Etus, CFA, Portfolio Manager Financial advisors and investment managers are trying to crack the code on what millennial investors are looking for and how to help them save for retirement. Here are a few insights from a millennial point of view on dealing with this evolutionary generation. Keeping Up With Technological…
Our Latest Thinking on Regional Positioning in Portfolios
December 13, 2017
Content provided by Paula Wieck, CFA, Portfolio Manager At CLS, we are constantly reviewing all asset classes for changes in the market environment. We monitor relative valuations, technical and behavioral indicators (such as moving averages and investor sentiment), quality fundamentals, macroeconomic data, and quantitative data such as various risk metrics, costs, and so forth. Although…
CLS Investments: Q&A with Edward Rosenberg, American Century – Part 2
December 7, 2017
Joseph Smith, CFA, CLS Senior Market Strategist and Edward Rosenberg, Senior Vice President and Head of ETF American Century Investments continue to discuss the world of ETFs. Smith asks Rosenberg about the “race to zero” and if the price of ETFs really matters.