As interest rates show signs of peaking, gold prices are nearing new all-time highs.
Fears of bank runs precipitating a broader financial crisis helped spark a surge in bullion buying this week.
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
We believe municipal bonds boast several key factors that position them as an attractive asset class in general, but especially so when markets are volatile.
Surveying your clients and prospects is essential, especially as we continue to confront a major shift in how we live our lives.
Northern Trust Asset Management (NTAM) is a leading global investment manager with $1 trillion in assets under management. It released “The Risk Report” late last year, which is an aggregated analysis of 280 institutional equity portfolios across the globe. The report revealed six common drivers of unintended investment results. As an investment manager that employs a quantitative risk-aware approach, NTAM regularly partners with investors and their consultants to provide them with a distinct analysis of underlying risk components impacting their portfolios’ ability to achieve intended outcomes. Of utmost importance to our Advisor Perspectives listeners and readers, the findings of the research are as applicable to portfolios managed by advisors for individual investors as they are to institutional investors. NTAM does indeed serve individual advisors through a number of offerings, including Northern Mutual Funds, FlexShares ETFs, and Diversified Strategist model portfolios. NTAM’s purpose in conducting the research behind the Risk Report was to help investors make needed adjustments consistent with NTAM’s core philosophy, which is that investors should get paid for the risks they take – in all market environments and in any investment strategy.
As investors seek to pinpoint market expectations for Federal Reserve policy, it’s critical to consider not just rate projections and derivatives pricing, but the degree of uncertainty and distribution of outcomes.
It is a challenge to design a website that addresses the needs and questions of multiple client types.
As investors hope for a Santa Claus rally in the days ahead, the Grinch is looking to steal their holiday cheer.
As warning signs for the economy mount, investors are cheering for more bad news. That's because they expect economic weakness will force the Federal Reserve to stop raising interest rates and eventually re-embrace loose monetary policy.
A hybrid model that combines sophisticated digital capabilities with human expertise and advice is not just today’s reality but will be a key differentiator for winning customer relationships.
Precious metals investors remain cautious following the Federal Reserve’s latest jumbo rate hike.
As investors weigh conflicting economic data and the prospects for a Fed pivot, precious metals markets are quietly basing out.
I cannot emphasize enough the importance of including a conversion page in a site build.
Is a recession lurking around the corner in 2023? If so, how might it impact defined benefit (DB) plan sponsors—and what steps, if any, should they consider taking?
As new inflation data pushes the Fed toward continuing with rate hikes, precious metals markets are struggling to make headway.
Precious metals markets are trying to tough this week despite another large rate hike by the Federal Reserve.
There are typically two approaches that I take for promoting a podcast on an advisor’s website.
Since the global financial crisis, assets in private credit have grown exponentially as investors search for yield while protecting against inflation and rising interest rates.
Since the global financial crisis, assets in private credit have grown exponentially as investors search for yield while protecting against inflation and rising interest rates. Once a small corner of the investment universe, private credit has boomed into a major asset class that does not show signs of slowing. Over the 2010-2020 period, assets grew by 12.8% annually. However, not all private credit is created equal. My guests today will explain how the private credit landscape is quite diverse relative to its publicly traded counterpart, and investors should take time to fully understand the differences within the space.
Your firm’s digital messaging and visual expression must all align with your ideal clients’ needs, goals and objectives. Here is how four top advisors achieved that goal.
Join us to discover why private credit is an attractive alternative for enhancing portfolio exposures and the role interval funds can play in accessing this coveted asset class.
From 2008 onward, U.S. market returns have been strong and consistent, and 2021 was no different, with the S&P 500 returning a solid 29%.
American families are feeling the financial squeeze of soaring inflation and a persistent pandemic as fractious Democrats return to Washington this week no closer to a deal on a tax and spending bill party leaders hoped would by now provide relief.
Ask yourself these questions when seeking a trust partner who not only is committed to a partnership service model, but can also deliver.
Here’s how advisors can maximize their event marketing ecosystem to drive more appointments from their in-person and digital events.
Given the inherent volatility of small capitalization stocks, even small differences in benchmarks can affect relative returns. Investors should be aware of the composition of the index used to define the opportunity set when comparing performance.
As the world becomes more digitally connected, cybersecurity’s role in business, technology, and society has become mission critical. Simply put, the modern world is built on cybersecurity. Without it, capital cannot flow freely, information cannot be stored safely, and businesses, governments and critical infrastructure cannot operate securely. Hear from CrowdStrike, a leading cybersecurity company, along with the Consumer Technology Association (CTA), and First Trust on noteworthy trends in cybersecurity as well as the importance of the cybersecurity investment theme. The Nasdaq CTA Cybersecurity Index (NQCYBR) is tracked by the world’s largest cybersecurity ETF, the First Trust Nasdaq Cybersecurity ETF (CIBR).
The index is comprised of cybersecurity companies, classified by the Consumer Technology Association (CTA), this index provides investors with a way of tracking and accessing this critical theme.
Meatpackers are in the crosshairs of U.S. lawmakers including traditional allies as ranchers complain that beef processors are abusing market power to gain out-sized margins at their expense.
REO Speedwagon’s epic hit provides several useful insights regarding the sweeping tax and estate planning changes under consideration by the Biden administration.
Bonds have never been more expensive. Investors face historically low yields, high duration risk, tight spreads and signs of inflation across many sectors of the economy. The most conservative asset class contains much more risk than investors may realize. Financial professionals are asking themselves …
In this webinar, Steve Brown (Assistant CIO and Portfolio Manager – Guggenheim) and Jack Chee (Portfolio Manager and Head of Fixed-Income Strategies – Litman Gregory) will take attendees on a tour through the fixed-income universe, discussing the relative risk/reward across subcategories while exploring alternative areas to help clients de-risk their bond allocations.
A cyberattack on JBS SA, the largest meat producer globally, forced the shutdown of all its U.S. beef plants, wiping out output from facilities that supply almost a quarter of American supplies.
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Republicans are invoking the threat of inflation to attack President Joe Biden’s spending plans, after he won approval for $1.9 trillion in virus relief ahead of a broader recovery package that may cost even more.
GSAM has analyzed the asset allocation of thousands of advisor managed portfolios over the years and found that many of those portfolios cluster closely together in terms of expected return and risk characteristics. Model portfolios may help to achieve similar outcomes to what advisors are already getting while also helping advisors realign their time, reduce regulatory and due diligence burdens, establish business continuity, and leverage institutional expertise. Model portfolios, like the Goldman Sachs S&P G-MAPs, maybe a tool to achieve the same results in a simpler fashion.
We believe the Fed’s mortgage purchase program is helping to bolster economic activity, and accomplishing more than Treasury purchases alone.
Structured-outcome ETFs garner tremendous interest from investors in light of the rampant volatility this year. But those defensive-minded funds have also revealed their often overlooked drawbacks – they limit upside gains up to a certain level in order to provide their downside buffer. As a result, the unexpectedly sharp rebound that began in April has whip-sawed investors holding first generation structured-outcome ETFs, and they are now trailing behind as the next leg of the bull market has taken root.
What kind of role does private markets play in building a resilient portfolio in the post-Covid world? Mike explains.
This post is part of a series delving into the growth-versus-value debate. Here we explore three considerations when evaluating growth-versus-value positioning.
Capital markets are in disarray in reaction to the coronavirus crisis and the necessity of pausing the global economy. The CBOE Volatility Index (the VIX) rose to over 80 in March and thankfully has settled down to a level of about 35, which is still over twice its trailing five-year average of about 15.
