The Role of Cash in a Portfolio: Searching for Alpha for March 2015
There are pragmatic and strategic reasons to keep cash in the portfolio now. Then there's the high valuation of U.S. stocks.
Ready, Hike! (but Fed Won’t Raise Rates Too Soon)—Searching for Alpha for February 2015
While the Federal Reserve may not raise rates until late 2015 at the earliest, rates will rise. So where to invest now?
Will European Stocks Get Second Life in 2015? Searching for Alpha for January 2015
European stocks are cheap, so the downside risk of owning them is muted.
3 Takeaways From Oil’s Price Swoon: Searching for Alpha for December 2014
Are lower prices a boon or a bust for the economy and markets? Plus, how the indexes performed in November.
3 Trades for QE’s End: The U.S. Growth Engine
The U.S. has emerged as the world’s economic juggernaut, which leads to a number of implications about where to invest client assets.
3 Trades for QE’s End: The Strengthening Dollar
Who wouldn’t want to own the greenback? But for every winner there must be a loser.
3 Trades for QE’s End: Searching for Alpha for November 2014
The first trade to consider is a response to the eventual return of higher rates at the end of the yield curve.
Three Market Realities to Embrace Now
Shrugging off this week's volatility in the stock market because you invest for clients long term? Fine, but be aware of these new fundamentals.
Global Realities Won’t Overcome Investor Complacency: Searching for Alpha for October 2014
Stocks, bonds and credit finished in the red in September, but the current bull market has as much to do with sentiment as fundamentals.
Lessons From Bill Gross' Departure From PIMCO
To begin, did PIMCO really not have a succession plan in place for their key man?