Direct indexing is the fastest growing segment of the asset management industry. In this interview, Brandon Thomas of Envestnet explains how direct indexing helps clients gain low-cost, tax-efficient exposure to asset classes, ESG and quantitative strategies.
Sell stocks and buy opportunistic bonds, according to Jeffrey Gundlach. “The capital gains potential is the best in the last 15 years," he said. Bonds are “the place to be.”
“Price matters again in investing,” according to Bob Wyckoff a managing director of Tweedy, Browne. “That serves the interests of value investors.”
The world is undergoing a dramatic energy regime shift that has been accelerated by recent events, including the COVID crisis, the Ukraine war, and growing concerns about climate change. The Harbor Energy Transition Strategy ETF was introduced to position investors for this transition.
Investors increasingly want more control and customization of their portfolios. Personalized managed accounts give them the opportunity to do that.
The price of oil, as measured by the benchmark WTI index, could hit $150 this summer, according to Jeffrey Gundlach. That price may not be sustained, he said, “but the path of least resistance for oil prices is up.”
Two of the world’s most respected investors, Jeremy Grantham and Ray Dalio, offered identical warnings: The bubble in U.S. equities is unwinding, and the economy is headed for stagflation.
Plan for long-term Inflation that will be fought aggressively by the Fed, higher policy rates, and slower economic growth, according to Raghuram Rajan.
The Fed is at a crucial junction, according to Lacy Hunt. It has to contain inflation. If not, the stability of the U.S. economy over the longer term is seriously in doubt.
To achieve its mission of reducing inflation, the Fed will keep raising rates, according to Albert Edwards, and won’t stop before the S&P 500 hits 3,000.
The Fed is on a single-minded mission to fight inflation, according to Jim Bianco. To do that, it will crush stock prices and home values.
The U.S. economy will be in recession in the second half of this year, according to David Rosenberg. Equity Investors should brace for a 30% bear market decline.
Cryptocurrencies and digital finance will catalyze an economic transformation on a par with the Industrial Revolution, according to Pippa Malmgren.
On Tuesday, the day that government-reported inflation hit 8.5%, Jeffrey Gundlach said it may reach 10% this year.
Rising rates are a direct shot at your bond portfolio. But there's a real opportunity to address your equities and position them optimally for a rising rate environment.
Get out of stocks, according to Gary Shilling, who has gone to 30% cash in the portfolios he manages. The economy will be in recession by the end of the year, and stocks will fall in response.
In this video interview, Woody Brock explains why the supply and demand for capital have driven the secular decline in real interest rates. He also addresses the Ukrainian war from a game-theoretic perspective.
A message from our CEO, Robert Huebscher, on the war on Ukraine.
Headline inflation will breach 9% this year, according to Jeffrey Gundlach. That will force the Fed to aggressively raise the Fed funds rate.
The rapid rise in housing prices since the pandemic has fueled fear among Americans already faced with the worst inflation in the last 40 years. The fear of inflation is genuine, but housing prices have nothing to do with it. The Bureau of Labor and Statistics (BLS) incorrectly calculates housing as a component of inflation.
In this interview, Peter Essele, vice president, investment management and research, at Commonwealth Financial Network, explains why investors should view the volatility created by the pandemic and geopolitical events as an opportunity to add risk to their portfolios.
Bill Hench is head of the small-cap team at First Eagle Investments and portfolio manager of its small-cap strategy. The First Eagle Small Cap Opportunity Fund (FESCX) was established April 27, 2021.
Our recently introduced membership service gives you the ability to forward a PDF of our articles to your clients. The PDF can include your logo and a note from you about the relevance of the article to your audience. Below are some recent articles advisors have been forwarding to their clients.
The Nasdaq will go into bear market territory and the S&P 500 will suffer a correction, according to Jeremy Siegel.
Monetary policy has driven U.S. stock prices to excessive valuations, according to Jeffrey Gundlach. But they remain cheap relative to bonds.
Bob Huebscher’s mother passed away on December 23, 2021.
As is our custom, we conclude the year by reflecting on the 10 most-read market and economic commentaries over the past 12 months.
Great articles don’t always get the readership they deserve. We’ve already posted the most-widely read articles for the past year. Here are another 10 that you might have missed, but I believe merit reading.
As is our custom, we conclude the year by reflecting on the 10 most-read practice management articles over the past 12 months.
As is our custom, we conclude the year by reflecting on the 10 most-read investment and planning articles over the past 12 months. Tomorrow, we will highlight the 10 most-read practice management articles.
In this interview, Spencer Logan discusses Harbor Capital’s recent launch of an active transparent ETF that uses a scientific approach to fixed income investing.
Inflation will stay above 4% for 2022, according to Jeffrey Gundlach, which makes Treasury bonds at yields of 1.5% to 2% overvalued.
Designed for financial professionals, Advisor Perspectives’ new premium membership service lets subscribers browse, white-label and share content from a robust library of articles, commentaries, market summaries and more created by leading industry experts. Members also have the ability to hand-pick their favorite articles from Advisor Perspectives and curate their own personal libraries.
Last year, Jeremy Siegel correctly predicted the bull market in stocks, the rise in inflation and interest rates and soaring home prices. In this year’s interview, he predicts another year of good performance for U.S. stocks – and identifies the risks investors will face.
In this interview, Woody discusses the rivalry between the U.S. and China, the significance of the 2021 Nobel Prize award in economics, his outlook for inflation and the role of monetary policy in affecting economic outcomes.
In this interview, Kevin Knowles and Nick Zylkowski discuss Russell Investments’ Personalized Managed Accounts (PMA) program, a suite of advisor-sold customized SMAs that support tax-loss harvesting and ESG mandates.
Daniel Bush, a senior analyst and investment strategist at ProShares, explains how interest rate hedged strategies protect investors’ bond allocations from rising rates.
We have been ranked as the most-read electronic newsletter among financial advisors for the third year in a row by Erdos & Morgan.
Following a year of record increases, Robert Shiller expects housing prices to level off over the next two years. But, he said, there could be declines.
Amid the tragedy brought on by the pandemic, there are valuable lessons that advisors can apply to become more effective leaders, according to Malcolm Gladwell.
Look forward to moderating inflation, 2% to 3% growth and full employment in 2022, according to Ben Bernanke.
President Biden’s sweeping package of tax increases will get passed this year, according to Andy Friedman. But it will get a “major haircut,” he said.
There’s a fallacy among advisors that selecting a platform partner is an either/or proposition: a TAMP or an open-architecture solution. There is a middle ground. Some describe it as a “full-service portfolio management platform.” The team at SEI calls it a TechstodianSM.
In this interview, the renowned economist Woody Brock explains why inflation will not be transitory.
Jeffrey Gundlach’s highest conviction investment idea is that the dollar will head lower over the long term. That will lead to a strong rally in emerging equities, and they will outperform U.S. stocks.
The First Eagle Credit Opportunities Fund (FECRX) takes an intensive, research-driven approach to income-oriented opportunities available across the alternative credit spectrum—including both private and public investments—in an effort to deliver current income while providing long-term risk-adjusted returns through a focus on senior-secured assets. I spoke with its managers, Andrew Park and Christian Champ.
There is at least a 50/50 chance that headline CPI inflation will exceed 5% for all of 2021, according to Jeffrey Gundlach.
Rick Bookstaber warns that investors face the risk of a “leverage liquidity cascade,” where margin calls would trigger forced selling across asset classes.
Frank Pape is the senior director, portfolio consulting for Russell Investments’ advisor and intermediary solutions business. In this interview, he discusses the latest research on how advisors can maximize the after-tax income for their clients.
Tweedy Browne is one of the most respected value managers in the world, with a legacy that includes having Benjamin Graham and Warren Buffett as clients. In this interview, members of its investment committee explain why value investing is on the cusp of a resurgence.