3 Investment Ideas for 2017: Searching for Alpha for January 2017
While the animal spirits certainly have more tricks up their sleeves, there will be opportunities to add to the stellar gains of ’16.
Active Investment Management Never Went Away
But it was overwhelmed by passive investing because of its structural challenges: high costs, high turnover and management by committee.
Lessons From My Anxious Holiday Shopping
Somehow, I survived the uncertainty and anxiety of what economists often regard as an inefficient tradition: spending hours looking for the right holiday gifts.
ETF Tactical Trades in Wake of Fed Hike
The economic forecast is rosy, but identifying opportunities for ETF tactical trades remain dependent on Donald Trump’s policies.
The Markets in 2016, and What's Ahead in the New Year
Will the “Trump Rally” continue into 2017 or will it turn out to be a “Trump Bubble?"
Napoleon Is Dead! Wait, That's a Stock-Market Scam.
Financial markets have been dealing with hoaxes, frauds and fake news for a long time. The wrong response can be costly.
‘Dude, Where’s My Drone?’ and Other Potential Threats to Trump Rally
The Trump rally in equities has been fueled by investors who want to believe, but in 2017 they may need to curb their enthusiasm. Then there are events in the South China Sea to watch.
How the Trump Rally Could Save Endowments
It’s well known that recent years haven’t been kind to hedge funds; less well known is that endowments and foundations have also faced headwinds.
Climate Change Is Real: The Investing Implications
We can avoid arguing about the causes of climate change and simply put our money to work in companies that deal with the consequences.
The Market Is Ambiguous. Does Your Investment Strategy Need to Be?
Since yesterday’s winners are so frequently tomorrow’s disappointments, three suggestions for keeping your clients invested regardless.