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Market Outlooks
Foreign stocks aren't as foreign as you think
Have you ever done an inventory of the products that you use every day? I recently did this exercise and was shocked by the domicile of the parent companies.
Behavioral Finance
How Long Can A Good Fund Look Bad?
This piece is approved to use with clients.
It’s only natural for someone invested in a poorly performing active equity mutual fund to wonder if it’s time to make a change. Should an investor sell a fund if it trails its benchmark for a year? Three years? Five years?
Market Outlooks
Growth vs. Value in global developed markets
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Since the mid-1970s, value stocks have generally outperformed growth stocks in developed markets around the globe. The current cycle of growth’s outperformance, starting in 2007, has had both the longest duration and highest magnitude in history.
Goals/Needs-Based Investing
3 ideas to help you achieve the income you need
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Patrick Nolan offers his top tips to help your money deliver.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline as markets assess political discord
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U.S. Treasury yields fell slightly last week, led by 2-year maturities. Political concerns weighed on market sentiment, and escalating U.S./ China trade tensions and weakening consumer confidence data added to investor concerns.
Portfolio Construction Insights
Optimizing Performance and Mitigating Volatility
In this edition of Envestat, we’re taking another look at the portfolio performance and examining outliers to determine what may be driving either positive performance or underperformance.
Active/Passive Management
Our Latest Research On Active Versus Passive Asset Management
As you are likely well aware, the debate regarding active versus passive investing has existed for a while. And recently, headlines seem to increasingly indicate that active investing has run its course – most managers are failing to meet their benchmarks.
Active/Passive Management
Four big trends driving ETF growth
Martin Small discusses the forces that could grow the ETF market to $12 trillion over the next 5 years.