Southeastern: The Exceptional Opportunity in Small-Cap Value
On April 9, Memphis-based Southeastern Asset Management announced that it was re-opening its Longleaf Partners Small-Cap Fund (LLSCX). It had closed the fund to new investors in August 1997. I interviewed two of the fund’s managers, Staley Cates and Ross Glotzbach.
Leon Cooperman – Bonds are the Risky Asset
If rates stay low, the returns on stocks will be better than for bonds, according to Leon (“Lee”) Cooperman. “Bonds are the high-risk investment,” he said.
Early Retirement Is Tempting Now. Tell Clients Not To Do It
Some financial advisors report that they’re hearing from older clients who’ve grown accustomed to staying home and are worried about commuting and returning to crowded workspaces.
Pandemic Is Last Nail in Globalization’s Coffin, Says Carmen Reinhart
JPMorgan Expects to Keep Offices Half Full After Lockdown Ends
Morgan Stanley to Expand Wealth-Management Business Into Canada
Extreme Behavior Is on Display Everywhere in the Stock Market
Winners and Losers This Time Are Different From 2008
Neil Howe – The Pandemic and the Fourth Turning
Julius Baer Enjoys Rare Trading Boom to Lift Profitability
Jamie Dimon Says Virus Is a Wake-Up Call to Address Inequalities
Standing Together, Standing Proud
DSHORT | AP Charts & Analysis
S&P 500 Snapshot: Down 8.52% YTD
ECRI Weekly Leading Index Update
World Markets Update: May 21, 2020
Margin Debt and the Market: Up 9.5% in April
Addressing the Class of 2020, Europe’s Slow COVID-19 Response, U.S. Households Struggling
Why Record Corporate Debt Might Not Be So Bad: 8 Debt Laden Blue Chips: Part 1
Credit Risk-Transfer Securities: Finding the Way Forward
What’s Next for Markets as Lockdowns Lift: A Multi-Asset View
5 Strategies for Communicating with Clients in Changing Times
In unsteady times, steady talk with your clients can make all the difference in enabling you to strengthen bonds and solidify trust with them. You don’t have to have all the answers—but an effective communications approach can help them feel anchored and ensure that your practice keeps thriving. Our complimentary guide outlines five clear-cut strategies for helping you talk through the uncertainty and position yourself as your clients’ solid ground.
The Salutary Effects of Coronavirus-Stricken Energy Prices
While energy investment retrenches in the wake of COVID-19’s historic impact on oil and gas markets, consumers will benefit as economies reopen. Selective and patient investors should too.
Is it Prime Time for Credit?
Credit markets are moving fast. But periods of maximum uncertainty often make the most attractive entry points.
SPONSORED: Five Rules for Investing During the Coronavirus
What lessons can we learn from past financial crises that will help us navigate the coronavirus pandemic?
Fundamental Income: A Total Return Strategy Derived from Long-Term Contractual Cash Flows
As investors struggle to find attractive yield-generating opportunities in a lower-for-longer interest rate environment, many are diversifying into corporate real estate. But not all real estate is created equal. Fundamental Income focuses on the Net Lease real estate sector, which encompasses corporate properties leased to single tenants under long-term, “triple-net” leases. Fundamental Income’s sector-defining approach can help financial advisors access total return strategies that target sustainable income and predictable growth. The key is long-term, contractual cash flows.
The Path to Recovery: What's Next?
The coronavirus has dealt a severe and unexpected shock to people - and markets - worldwide. Our senior investment leaders examine where we go from here, outlining how they see a recovery taking shape once the crisis passes.
The Local Effects of a Global Pandemic: Loomis Sayles' Municipal Sector Outlook
The Loomis Sayles municipal credit research team offers their current outlooks on key sectors.
For Portfolio Resistance to COVID-19, Ingredients Matter
Portfolios comprised of top-notch equities and bonds coming into the economic and market crises should do even better coming out of it.
Achieving Financial Fitness: A Checklist for Your Female Clients
Numerous surveys show that women often defer to their male partner regarding financial decisions. By doing so, they may be tragically unprepared to deal with their financial affairs in the event of divorce or death of a spouse. But there’s a solution: get women involved in financial planning by sharing your knowledge. Our free checklist details key steps toward helping female clients understand and gain control of their finances.
SPONSORED Global Equities: Embracing Uncertainty
While times like these are challenging for investors, we believe they can also help sharpen conviction in underlying investments. We have not made any wholesale changes. With a longer-term approach to investing, we believe the fear of others will continue to present us with attractive opportunities.