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Client Experience
Valuation: The Key to Understanding Past and Expected Returns
All investment strategies will experience times of underperformance. If investors trade out of a portfolio after it underperforms, they lock in those losses—something that can destroy wealth over time. Often periods of underperformance are followed by rebounds. But when might an investor expect a portfolio to rebound?
Sustainable Investing
Demonstrating a Commitment to Sustainable Investing
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It's vital for financial advisors to be able to understand which values are important to their clients. Paul Arnold, Portfolio Manager, and Dan Kemp, Chief Investment Officer, EMEA, discuss how advisors can better understand why ESG is important to a client–whether it’s the expression of one’s values or something else.
Behavioral Finance
Rules as Tools: Using Heuristics to Help Empower Financial Success
People often use simple mental shortcuts, also called heuristics, when they make everyday decisions. But can these rules of thumb improve financial well-being? We studied commonly used rules of thumb in four financial categories (saving, spending, investing, and debt management).
Market Outlooks
Weekly Market Compass: The economy may not truly turn the page until spring
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It might be 2021, but it doesn’t feel like a new year in many parts of the world. We haven’t yet turned the page on all the difficulties of the past year, so it seems like we are stuck in 2020. Or as my colleague aptly put it, this is just Dec. 49, 2020.
Investing Ideas
Investing in founder-led companies
It may align with your goals to consider companies run by their founders.
Investing Ideas
Understanding bitcoin
The cryptocurrency shares some similarities with gold but be aware of the risks.
Alternative Investments
Gimme shelter
Demand for houses is likely to remain strong, pushing up prices and benefitting builders.
Market Outlooks
Weekly Market Compass: Seven reasons I expect a powerful US economic recovery in 2021.
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I periodically walk into stores to get a sense of how the US economy is doing. This past weekend I walked into a car dealership in my area. I chatted with a car salesman who has worked in the industry for more than 50 years. He shared that this is a very strange economic environment — car purchases have increased (he had already sold four cars that day), but so have the number of people stopping by to see if there are any job openings, who say they’ve been out of work for six or nine months.
Market Outlooks
Weekly Market Compass: Stocks were hit last week in the face of inflation fears, but I believe it was a temporary adjustment to a rise in rates.
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Last week was what I would call a “Rip Van Winkle” week. Set in the colonial days of America, Rip Van Winkle is the story of a man who, sick of his wife, decides to go for a hike in the mountains with his dog. He meets a group of strange men who offer him an unusual drink, causing him to fall asleep.
Market Outlooks
Weekly Market Compass: As Israel leads the way in COVID-19 vaccinations, events such as concerts and theater performances return after an 11-month ban
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When I was in business school back in the late 1990s, I found that one of the most heavily used — and effective — teaching tools was the case study. Learning from what other companies and industries did or didn’t do was incredibly helpful in gaining understanding and insight.