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Portfolio Construction Insights
Shifting Gears - Moving to a Goals-Based Fixed Income Strategy
For traditional fixed income investors, much of the last 40 years have been a relatively enjoyable ride. This benefit has slowly evaporated over the past 10 years, as rates have plunged to near zero and now extreme market turmoil from the COVID-19 pandemic has put investors at a crossroads: high-quality, traditional fixed income will always be a crucial bedrock for investment portfolios but emerging from this crisis with extremely low – or even negative – government bond rates means this “insurance” might become more expensive. It’s no wonder, then, that many investors are viewing the fixed income implications of the COVID-19 crisis as existential.
Active/Passive Management
Active ETFs Are Here to Stay
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Head of Exchange-Traded Products Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.
Goals/Needs-Based Investing
Webinar: Lessons Learned from Pandemics, Elections and Murder Hornets: 2021 Essentials of Wealth Planning
This piece is approved to use with clients.
Join this webinar on January 14th for a comprehensive update on the key events and trends that could impact your most valued clients in the year ahead, including a debrief on the 2020 election, a regulatory and legislative update, and an in-depth discussion of goals-based investing.
Portfolio Construction Insights
[Presentation] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
2020 has been an unprecedented and emotionally-charged ride—the most difficult for advisors in over a decade.
Portfolio Construction Insights
Portfolio Diagnostics Report: Shifting Gears
This piece is approved to use with clients.
For traditional fixed income investors, much of the last 40 years have been a relatively enjoyable ride; the 1980s began with double-digit interest rates that have steadily fallen, creating large amounts of bond return and income as well as crisis management along the way. Instead of investors paying a premium for portfolio crisis management, traditional fixed income paid investors that premium.
Portfolio Construction Insights
Economy and Markets: An Ongoing Disconnect
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Capital markets have improved, but complacent investors may be overlooking still-challenging economic fundamentals.
Portfolio Construction Insights
The Challenge of Complacency
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Capital markets appear to have stabilized and improved, but complacent investors may overlook ongoing challenges.