Category: Investing

16
May

Time to Be Active

Content provided by Michael Hadden, Junior Research Analyst Now that summer is around the corner, I assume it’s safe to say most New Year’s resolutions have fallen to the wayside. For many, myself included, that resolution involved getting to the gym and being more active. And while I haven’t been great at making it to...
03
May

Reason to Invest Internationally #18: Wider Opportunity Set

Content Provided by Kostya Etus, CFA, Portfolio Manager As you may know, we have written a great whitepaper named “Why International: The Case for International Investing,” which highlights 17 reasons why investing internationally is ‘always’ a good idea, not just now when relative valuations are so attractive. Although 17 seems like a lot, I am...
20
Apr

10 Years Later: Lessons Learned from the Global Financial Crisis

Content provided by Rusty Vanneman, CFA, CMT, Chief Investment Officer Question: Ten years have passed since the onset of the financial crisis. What about the past decade has changed your thinking about the economy, financial markets, or investing?  While I honestly think most of my investment philosophy and approach remains essentially the same, there are degrees of emphasis that have...
29
Mar

Market-ology: Filling out Brackets and Navigating Financial Markets

Content provided by Mark Matthews, Investment Research Analyst “Your biggest opponent isn’t the other guy. It’s human nature.” — Bobby Knight, retired basketball coach. For basketball fans around the country, St. Patrick’s Day marked the start of March Madness — and it has certainly been a wild one. A 16-seed beat a 1-seed for the...
23
Feb

Three Reasons Not to Get the Jitters about Market Volatility

Content provided by Joe Smith, CFA, Senior Market Strategist The first quarter of 2018 has so far seen a bout of market volatility that in some ways is long overdue. At the end of January, markets began to move — falling from slightly positive to near-correction territory by early February. Although much of the sell-off...
15
Feb

A Perfectly Natural, Normal Thing

Content provided by Kostya Etus, CFA, Portfolio Manager To quote someone that I’ve learned quite a bit from, you and I are a perfectly natural, normal thing. Perfectly natural. — Jim Levenstein, American Wedding (2003) We knew the historically low levels of volatility couldn’t last forever. It wasn’t normal and bound to end. We experienced...
25
Jan

2017 Markets in Review: Cryptoassets, Market Highs, and Value vs Growth

Content provided by Mark Matthews, Investment Research Analyst While short on market volatility, 2017 suffered no shortage of excitement. Major U.S. indices went on a tear with both the S&P 500 and Dow Jones Industrial Average (DJIA) setting all-time record highs. However, the biggest theme of 2017 was the breakout year in cryptoassets. Cryptoassets took...
12
Jan

Three Surprising Facts About Risk Budgeting

Content provided by Case Eichenberger, CIMA, Client Portfolio Manager Risk management through Risk Budgeting is at the heart of what we do at CLS. We discuss it often in our commentary to remind investors of our philosophy and of risk in general. A recent study by Factset shows fewer than half of high-net-worth investors fully...
28
Dec

Bitcoin Bubble About to Burst? Not So Fast!

Content provided by Michael Hadden, Junior Research Analyst For every social media darling claiming to have struck it rich with Bitcoin, there’s a prominent investor calling it a fraud or bubble, see here and/or here. You’d probably want to trust Warren Buffett over @MrMoneyBags on Twitter, right? As the College Football Analyst, Lee Corso, likes...
20
Dec

Keeping Up With Millennials

Content provided by Kostya Etus, CFA, Portfolio Manager Financial advisors and investment managers are trying to crack the code on what millennial investors are looking for and how to help them save for retirement. Here are a few insights from a millennial point of view on dealing with this evolutionary generation. Keeping Up With Technological...