Fed Finally Vanquishes Stocks From Asset Allocation Throne
For years, asset allocators had it easy: Buy the biggest American tech companies and watch the returns rack up. Those days are gone, buried under a crush of central bank rate hikes that are rewriting the playbooks for investment managers across Wall Street.
Navigating the Mortgage Market Through Rate Volatility and Quantitative Tightening
The US agency mortgage backed-securities market makes up more than a quarter of the Bloomberg US Aggregate Bond index. This market segment is entering a period of uncertainty due to ongoing volatility in the rates market and the prospect of the Federal Reserve reducing its allocation to agency mortgage-backed securities.
Dividend Growth Stocks and High Yield Bonds: An Innovative Approach to Generating Investment Income
Generating investment income is challenging, especially in the low-yield environment we have been living with for the past decade.
Upcoming Free CE Webinars Hosted by Advisor Perspectives
This week, Advisor Perspectives is set to host a variety of free CE webinars for financial professionals. These webinars will cover a variety of topics that are intended to help advisors gain valuable insight and education, allowing them to better meet their clients’ needs.
Direct Indexing in a Changing Environment for Advisors
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.
Making The Case for Alternatives—Particularly Commercial Real Estate—in Defined Contribution Plans
Despite widespread use in institutional portfolios, alternative investments are not typically found in US defined contribution plans.
The Hidden Risks in Climate-Solution Investing
New research shows that portfolios that owned companies that provide climate solutions outperformed ones that owned firms with low carbon intensity. Before you adapt that approach, however, beware that this research relies on a small sample of data over a short time period.
The Structural Drivers of Investment Returns
After more than 40 years of work in the financial markets, studying all the data I could get my hands on, I’ve found it to be universally true that those who argue “history doesn’t matter” have never actually studied history.