3 Questions for the Second Half
By Sage Advisory 1. What follows the volatile market environment we saw in the first half of 2018? If the volatility during the…
etf strategist
Is Your Smart Beta ETF Engineered for Success?
By Joe Smith, CFA, CLS Investments Smart beta ETFs are generally geared for outperformance. They invest in pools of securities with a rules-based…
Richard Bernstein Talks U.S. Economy and Trade War on POLITICO Money
Richard Bernstein, CEO of Richard Bernstein Advisors, joined Ben White on POLITICO Money to discuss the performance of markets in the wake…
Managing Risk As The Global Economy Sputters
By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management Our signals suggest that the recent volatility in the market has a…
President Trump’s Negotiating Strategy Increases Risk of Trade War
By Michael Jones, RiverFront Investment Group In recent weeks President Trump rejected China’s package of trade concessions as inadequate. The president also pressed…
Money Manager Richard Bernstein Remains Bullish Despite Trade War
Richard Bernstein, CEO and chief investment officer of Richard Bernstein Advisors, is holding a steady bullish market stance despite the back-and-forth tariffs…
Is Trade War the “New Normal”?
By Henry Ma, Julex Capital The trade war between the world’s two largest economies finally arrived. Last Friday, President Trump followed through with…
BCM 2Q 18 Market Commentary
By David M. Haviland, Beaumont Capital Management My son Jamie was recently hiking in New Hampshire’s Presidential Range. Upon return, he remarked how…
The 2018 ETF World Cup
By Toroso Asset Management The World Cup. The world’s largest celebration every four years revolving around the sport that unites the world: Soccer…
Tactically Cautious: Mid-Year Global Markets Outlook
By Kevin Nicholson, CFA, and Bill Ryder, CFA, CMT, RiverFront Investment Group Trade negotiation tensions and the economic impact of trade uncertainty on…
Inferring the Statistics of Buffett’s Alpha
By Corey Hoffstein, Newfound Research When an event with the smallest odds meets a long enough horizon, or large enough sample size, the…
ETF Expense Ratios: The Race to Zero
By Kostya Etus, CFA, CLS Investments “Nothing? Who do you think you’re dealing with? Nothing costs nothing.” — Terry Benedict, Ocean’s Twelve (2004)…
Economic Risks from Federal Reserve Error Increasing
By Gary Stringer, Kim Escue and Chad Keller, Stringer Asset Management There were no surprises at the recent U.S. Federal Reserve’s (the Fed)…
Defensive Sectors Outperform as Quarter End Nears
By Horizon Investments A mixed week for the global economy saw U.S. housing starts beat expectations but existing home sales and building permits…