Publication: Advisor Perspectives

First reported Sep 20 2014 - Updated Sep 20 2014 - 1 reports

A Revolutionary Idea: Investing in Europe (even Russia)

The eurozone appeared to have emerged from a prolonged recession when conflict in Ukraine intensified earlier this year with Russia’s annexation of Crimea. The continued complexity of the crisis in Ukraine now threatens to derail Europe’s fragile economy, ... [Published Advisor Perspectives - Sep 20 2014]
First reported Sep 19 2014 - Updated Sep 19 2014 - 1 reports

Municipal HY Attractive Relative to Corporate HY

Given the steady and significant compression of corporate high yield (HY) spreads/yields, I am showing the illustration below depicting the ratio, or yield, of the Barclay’s Municipal HY Index relative to the Barclay’s Corporate HY Index.  As you can ... [Published Advisor Perspectives - Sep 19 2014]
First reported Sep 19 2014 - Updated Sep 19 2014 - 1 reports

Bad Breadth

Investors have heard about record highs in the stock market for months now. Headline indices like the S&P 500 and the Dow 30 broke their record highs this summer, and are still quite close to them. But what about the other indices? According to a recent ... [Published Advisor Perspectives - Sep 19 2014]
First reported Sep 19 2014 - Updated Sep 19 2014 - 1 reports

Banking on the Growing Strength of the Financial System

Executive SummaryThe U. S. financial system is going through profound changes. In the early 1980s, interest rates began to fall and bond prices began to rise, causing financial services firms to shift behavior to capitalize on this trend. Balance sheets ... [Published Advisor Perspectives - Sep 19 2014]
First reported Sep 19 2014 - Updated Sep 19 2014 - 1 reports

Panic in Bermuda: When Your Business Turns into an “Interesting New Asset Class”

All else equal, we prefer to invest in strong franchises in stable industries. However, even within industries undergoing turmoil, understanding the differing prospects of individual firms can present us with attractive investment opportunities, both ... [Published Advisor Perspectives - Sep 19 2014]
First reported Sep 19 2014 - Updated Sep 19 2014 - 1 reports

Finding Appropriate Investment Strategies for Client Portfolios

Financial advisors (FAs) utilizing outsourced investment management processes face a significant number of choices.  Recently, there were 675 exchange-traded fund (ETF) investment strategists in Morningstar’s database .  How does one narrow the list of ... [Published Advisor Perspectives - Sep 19 2014]
First reported Sep 18 2014 - Updated Sep 19 2014 - 1 reports

Gold for the Long Run

Treesdale Partners, portfolio manager of the AdvisorShares Gartman Gold/Euro ETF (GEUR), AdvisorShares Gartman Gold/British Pound ETF (GGBP), AdvisorShares Gartman Gold/Yen ETF (GYEN) and AdvisorShares International Gold ETF (GLDE), share their thoughts ... [Published Advisor Perspectives - Sep 18 2014]
First reported Sep 18 2014 - Updated Sep 18 2014 - 1 reports

Room to Run

The U.S. economy passed a milestone of sorts in August, in that the current business cycle has now surpassed the last one in length. The prior business cycle started in 2001 and continued until the December 2007 peak, lasting 6.8 years. This is longer ... [Published Advisor Perspectives - Sep 18 2014]
First reported Sep 18 2014 - Updated Sep 18 2014 - 1 reports

More than Half of EM Stocks are Down At Least 10% From Their High

The MSCI Emerging Markets Index is down about 4% from its recent high, but the average stock has fared much worse. By our count more than than 50% of EM stocks are down at least 10% from their 200-day high. The trend of more stocks being down at least ... [Published Advisor Perspectives - Sep 18 2014]
First reported Sep 17 2014 - Updated Sep 17 2014 - 1 reports

Markets’ Rose-Tinted World

LAGUNA BEACH – This has been an unusual year for the global economy, characterized by a series of unanticipated economic, geopolitical, and market shifts – and the final quarter is likely to be no different. How these shifts ultimately play out will have ... [Published Advisor Perspectives - Sep 17 2014]
First reported Sep 17 2014 - Updated Sep 17 2014 - 1 reports

U.S. Household Incomes: A 46-Year Perspective

The Census Bureau has now released its annual report household income data for 2013. It is posted on the  Census Bureau  website. What I'm featuring in this update is an analysis of the quintile breakdown of data from 1967 through 2013 (see  Table H.3 ... [Published Advisor Perspectives - Sep 17 2014]
First reported Sep 17 2014 - Updated Sep 17 2014 - 1 reports

Abenomics 2.0

September 2014Following an explosive re-rating in 2013 that saw the Tokyo Stock Price Index (TOPIX) gain approximately 51% (in local currency terms), we have seen a reversal of Japan’s equity markets so far this year. As of August, the TOPIX year-to-date ... [Published Advisor Perspectives - Sep 17 2014]

Quotes

... We don't pay a lot of attention to quarterly earnings, but I found myself saying "I hope company X reports lousy earnings so other investors will get impatient and dump the stock"
On the face of it, this would seem to be an unsettled time. Senator John McCain recently remarked that the world is "in greater turmoil than at any time in my lifetime" a sentiment that appears to be widely echoed

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A Revolutionary Idea: Investing in Europe (even... [Published Advisor Perspectives - Sep 20 2014]
Bad Breadth [Published Advisor Perspectives - Sep 19 2014]
Municipal HY Attractive Relative to Corporate HY [Published Advisor Perspectives - Sep 19 2014]
Banking on the Growing Strength of the Financia... [Published Advisor Perspectives - Sep 19 2014]
Panic in Bermuda: When Your Business Turns into... [Published Advisor Perspectives - Sep 19 2014]
Finding Appropriate Investment Strategies for C... [Published Advisor Perspectives - Sep 19 2014]
More than Half of EM Stocks are Down At Least 1... [Published Advisor Perspectives - Sep 18 2014]
Room to Run [Published Advisor Perspectives - Sep 18 2014]
Gold for the Long Run [Published Advisor Perspectives - Sep 18 2014]
America in the Driver’s Seat – Enjoy the Ride [Published Advisor Perspectives - Sep 17 2014]
Abenomics 2.0 [Published Advisor Perspectives - Sep 17 2014]
U.S. Household Incomes: A 46-Year Perspective [Published Advisor Perspectives - Sep 17 2014]
Markets’ Rose-Tinted World [Published Advisor Perspectives - Sep 17 2014]
Is Profiting in the Stock Market Based on Illus... [Published Advisor Perspectives - Sep 16 2014]
High Yield in a Rising Rate Environment: A Pers... [Published Advisor Perspectives - Sep 16 2014]
Stocks Slip on Quiet Data Week [Published Advisor Perspectives - Sep 16 2014]
The Case for Predictable Growth Stocks [Published Advisor Perspectives - Sep 16 2014]
Of Kilts, Ballots, Bankers and Dots [Published Advisor Perspectives - Sep 16 2014]
Understanding the Potential Risks and Rewards o... [Published Advisor Perspectives - Sep 15 2014]
Emphasize Barriers to Entry? [Published Advisor Perspectives - Sep 15 2014]
It's All About the Little Things: 10 Small Step... [Published Advisor Perspectives - Sep 15 2014]
Why Development Trumps Acquisitions in Our Real... [Published Advisor Perspectives - Sep 15 2014]
Authoritarianism versus Democracy: The Key Chal... [Published Advisor Perspectives - Sep 15 2014]
Why Account Minimums Threaten Your Business [Published Advisor Perspectives - Sep 15 2014]
The U.S. Is Diverging From Other Developed Markets [Published Advisor Perspectives - Sep 15 2014]
What are the 'Magic Words' to Re-engage Past Cl... [Published Advisor Perspectives - Sep 15 2014]
Now is the Time to Build Your 2015 Marketing Plan [Published Advisor Perspectives - Sep 15 2014]
What’s on Your Radar Screen? [Published Advisor Perspectives - Sep 14 2014]
Anarchy in the U.K. [Published Advisor Perspectives - Sep 13 2014]
Schwab Market Perspective: Diverging Paths…Grow... [Published Advisor Perspectives - Sep 12 2014]
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