Paladin Consulting Company’s Co-founder, Art Lutschaunig speaks with CLS’s Senior Market Strategist, Joe Smith, CFA, about how the typical financial professional thinks about risk as a part of day to day activities.
Category: Investment Methodology
CLS Talks Risk Management With Paladin Consulting (1 of 6)
Paladin Consulting Company’s Co-founder, Art Lutschaunig speaks with CLS’s Senior Market Strategist, Joe Smith, CFA, about his perspective of the revolution of risk management and risk management related tools and software.
Trading on Headlines: One Strategy That Did Not Work in 2016
Content provided by Case Eichenberger, CIMA, CLS Client Portfolio Manager In 2016, every major index that CLS tracks was positive, as shown in the chart below, and outperformed cash (which is the whole reason to invest in stocks and bonds in the first place). In the CLS Quarterly Market Outlook, we often write about what worked… Continue reading Trading on Headlines: One Strategy That Did Not Work in 2016
A Terrible Year?
Content provided by Kostya Etus, CFA, CLS Portfolio Manager Let’s review some events that took place over the last year: At the end of 2015, the U.S. Federal Reserve (Fed) hiked rates for the first time in nearly 10 years (the last one was in June 2006). 2016 began with one of the worst market… Continue reading A Terrible Year?
The Bright Side of Rising Rates
Content provided by Grant Engelbart, CFA, CAIA, CLS Portfolio Manager Investors have been infatuated with the timing and pace of the Federal Reserve’s (Fed’s) plan to raise interest rates ever since rates were pinned at the zero bound in the midst of the financial crisis. Most of the rhetoric regarding interest rate hikes is negative,… Continue reading The Bright Side of Rising Rates
Three Biases Investors Should Avoid in 2017
Content provided by Joe Smith, CFA, CLS Senior Market Strategist 2016 is now in the books with investors clearly doing better than they may have expected at the start of last year. Global markets were up. Value investing is back in vogue again. Economic growth seems to be showing signs of improvement both at home… Continue reading Three Biases Investors Should Avoid in 2017
Why Smart Beta ETFs are Leading the New Investment Revolution
Content provided by Joe Smith, CFA, CLS Senior Market Strategist Our industry continues to undergo a deep transformation that is shaking the very foundation of investing. Over the last two decades, indexing has moved from an afterthought for many investors to an increasingly dominant trend that has allowed many to access the global markets at… Continue reading Why Smart Beta ETFs are Leading the New Investment Revolution
Capital Gain Distribution Explained
Reducing Volatility in an Uncertain Environment
Content provided by Case Eichenberger, CIMA, CLS Client Portfolio Manager As portfolio managers, we are often questioned by clients about expected volatility and how we manage risk. This year is no different. Whether it’s nerves around the outcome of the U.S. presidential election, a perceived global growth slowdown, or dropping oil prices, volatility is all… Continue reading Reducing Volatility in an Uncertain Environment
Smart Beta: Back to Basics
Content provided by Grant Engelbart, CFA, CAIA, CLS Portfolio Manager We are three quarters down in 2016, and we can definitively say that smart beta is here to stay — in CLS portfolios and the industry as a whole. At CLS, our X-Factor theme, which is based on our use of smart beta ETFs, has… Continue reading Smart Beta: Back to Basics