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… Continue reading 2017 Markets in Review: Cryptoassets, Market Highs, and Value vs Growth
Category: Investment Methodology
Three Surprising Facts About Risk Budgeting
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… Continue reading Three Surprising Facts About Risk Budgeting
Bitcoin Bubble About to Burst? Not So Fast!
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… Continue reading Bitcoin Bubble About to Burst? Not So Fast!
Keeping Up With Millennials
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… Continue reading Keeping Up With Millennials
Our Latest Thinking on Regional Positioning in Portfolios
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… Continue reading Our Latest Thinking on Regional Positioning in Portfolios
CLS Investments: Q&A with Edward Rosenberg, American Century – Part 2
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.
CLS Investments: Q&A with Edward Rosenberg, American Century – Part 1
Joseph Smith, CFA, CLS Senior Market Strategist sits down with Edward Rosenberg, Senior Vice President and Head of ETF American Century Investments to discuss where the industry has been, where it is going, and important challenges/issues that need to be solved.
Best Holiday Advice: Don’t Chase Performance
Content provided by Jackson Lee, Quantitative Investment Research Analyst Thanksgiving has always been one of my favorite holidays. Besides stuffing myself with seemingly bottomless turkey and desserts, I enjoy the tradition of reflecting on what we are grateful for and taking time to be with our loved ones. But if your family is like mine,… Continue reading Best Holiday Advice: Don’t Chase Performance
Bitcoin: What Is It Good For?
Content provided by Mark Matthews, Investment Research Analyst A Commodity? An Equity? Bitcoin continues to reach new highs, closing at $7,058 per share on November 2, 2017. But for many investors, bitcoin remains somewhat of a mystery. So, what is this highly popular digital currency, and why is it continuing on such a tear? Bitcoin… Continue reading Bitcoin: What Is It Good For?
ETF Expense Ratios: More Than Meets the Eye
Content provided by Grant Engelbart, CFA, CAIA, Portfolio Manager We’ve all got our pet peeves and soap boxes. For most people they have to do with human behavior. But for me, my biggest pet peeve is the constant attention to ETF expense ratios! The fee war has gotten out of control. I’m actually surprised there… Continue reading ETF Expense Ratios: More Than Meets the Eye