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Market Outlooks
‘Essential Businesses’: Managing Focused Stock Portfolios in a COVID-19 World
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Our equity portfolio managers talk about how they're navigating the COVID-19 crisis and their outlook.
Market Outlooks
U.S. vs. International Stocks: Will Next Decade’s Performance Look Different From the Last?
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International equity markets have trailed the U.S. for more than a decade. Does that make this asset class an opportunity or a value trap? We describe why we think international markets are poised for outperformance.
Market Outlooks
After the Rebound, Is It Time to Sell?
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We believe markets have priced in a fairly optimistic economic recovery from the coronavirus crisis, but some markets have increased significantly, while others have lagged. Here’s our take on long-term opportunities.
Client Experience
Three Ways to Retain Clients during a Crisis
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Tips for Strengthening Client Relationships
Advisor Value & Fees
4 Ways to Enhance Your Practice with Behavioral Finance
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Most of the content published on this topic explains what behavioral finance is, its significance, and the definitions of various biases that plague investors. Here are four actionable steps advisors can take right now to implement behavioral finance concepts.
Goals/Needs-Based Investing
The Importance of Avoiding Big Losses
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The Best Way to Make Money, Is to Not Lose It — This post examines the claim that minimizing losses is more important to the ultimate success of an investment plan than maximizing gains.
Goals/Needs-Based Investing
Taking the Long View
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Short-Term Views May Fall Short for Goals-Based Investing: The risk to both retail and professional investors is tinkering and tweaking portfolios in response to short-term “noise” and recent performance. The primary objective for investors with long-term goals should be to achieve their goals on time. Long-term goals require a longer-term view of the markets and risks.
Goals/Needs-Based Investing
Trailing vs Rolling Returns
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Redefining the Conversation about Returns: Help investors keep their "eyes on the prize", or that long-term goal, while helping them to avoid getting caught up in the fixating of chasing short-term returns or 'beating the market'.
Client Experience
The Pain Index - A Better Measure of Risk
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Conversations with investors about risk is often muddled with industry jargon they often find unrelatable. Redefine the risk conversation to better align with the way investors think about risk-- the pain of losing money.
Business Development
Advisor Profile: How Has COVID-19 Affected Derek Notman's Practice? 'Not at all'
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Derek Notman is a virtual advisor. That doesn't mean he just uses video conferencing to talk with clients. His entire practice is virtual, and he's helping other advisors do the same.
Market Outlooks
How We’re Positioning Portfolios to Outperform
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President and Global Chief Investment Officer Daniel Needham explains how asset valuation allows us to calculate expected returns for the long-term.