New Beginnings With the Year of the Rat
Because it’s the first of the 12 zodiacs, the Year of the Rat is seen as a time of beginnings and renewals. That brings us hope, especially paired with the recent positive development in the U.S.-China trade war.
Interest Rates and Stock Values Truth Be Told
The idea that interest rates directly affect stock prices is a commonly held belief among many investors. There are some that even go as far as to say that the only reason the stock market is up is because interest rates have been artificially kept low by the Fed.
Headwinds Are Blowing, But the Ship Sails Onward Total Return Market Outlook
2019 proved to be a very strong year for almost all financial assets, as equities and bonds rallied in tandem. The Federal Reserve (the Fed) was compelled to play defense against a weaker global economy (particularly in Europe) and continued uncertainty related to the trade dispute between the U.S. and China.
The Stay Rich Portfolio (or, How to Add 2% Yield to Your Savings Account)
In this piece, let’s do what Batista should have done – spend a few minutes focusing on the “stay rich” part of the equation. If you’re an investor who has already amassed great wealth and “won the game” what’s the right market approach that will help you keep (and potentially even grow) your wealth?
December 2019 SPIVA Persistence Scorecard
Since 2002, S&P Dow Jones Indices has published its SPIVA reports, which compare the performance of actively managed equity funds to their appropriate index benchmarks. It also puts out a pair of scorecards each year that focus on persistence of performance. Here are the latest results.
The Case for Replication in Alternative Asset Classes
Advisors and allocators have struggled for years with a simple question:
How can my clients get the diversification benefits of leading hedge funds, but in a mutual fund or ETF with reasonable fees and less downside risk?
In this webinar, Andrew Beer will explain how hedge fund replication is a potential solution. Hedge fund replication, broadly defined, is a strategy that seeks to match or outperform hedge fund returns with lower fees, daily liquidity and less downside risk by mimicking the core exposures and trading strategies of high cost, illiquid hedge funds. The webinar will cover key educational topics, such as
- What are the different forms of hedge fund replication?
- What’s worked well and what hasn’t?
- Why do some replication-based strategies outperform actual hedge funds?
- Why should advisors consider a hedge fund replication-based mutual fund or ETF today?
The presenters will be available after the presentation to answer attendees' questions live.
Are Low-Volatility Stocks Too Expensive?
Even as global stocks climbed in 2019, market volatility persisted. By some measures, lower-volatility stocks now look quite expensive. But in fact, high-quality stocks that can help protect portfolios can be found at reasonable prices, if you know where to look.
Sony and Panasonic: A Story of Diverging Fortunes
Nikko Asset Management’s Global Head of Investments examines key factors that has driven the diverging roads of performance by Sony and Panasonic, as well as the key lessons that can be learned from their stories.
World Markets Update
Five out of eight indexes on our world watch list posted gains through January 21, 2020. The top performer is our own S&P 500 with a gain of 1.93%. Germany's DAXK is in second with a gain of 1.27% and in third is Tokyo's Nikkei 225 with a gain of 0.88%. Coming in last is Hong Kong's Hang Seng with a loss of -1.96%.
U.S. Consumer Outlook, Pension Protests in France, and Australia’s Wildfire
A strong economy will help U.S. consumers meet their financial resolutions in the new year, while residents of France and Australia have bigger worries.