Search results for: diversification

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A primer on preferred securities

Preferred securities can offer an attractive risk-adjusted yield in a low-yield environment. Straddling the line between fixed income and equity, preferred securities can help diversify core fixed-income portfolios.

Tagged with: Fixed Income, Investing

Building better portfolios in a low return world

The near-zero interest rate environment has been a support for the financial markets, but as the economy normalizes so will interest rates. While we expect the bull market in equities to continue, returns will likely be far more modest over the next 10 years.

Tagged with: Asset Allocation, Equities, Fixed Income, Investing, Markets

The perils and pitfalls of buying individual municipal bonds

Volatile ratings leave retail investors at risk. Retail investors could pay higher prices.

Tagged with: Fixed Income, Investing, Muni Perspectives Blog, U.S. Economy

Global asset allocation outlook (September 2014)

Recent market performance, particularly in September, has been negative across a widespread array of asset classes as we have seen the U.S. dollar exchange rate rise with increasing intensity in recent months. The worst returns, not coincidentally, were delivered by the very assets that have shown historically high sensitivity to dollar strength.

Tagged with: Asset Allocation, Equities, Fixed Income, Investing, Markets

2015 Annual Perspectives

Given the volume of investment data, media and punditry we face each day, it’s a constant challenge deciding where to focus. But reflecting on 2014 and what may lie ahead in 2015 can help one rise above the day-to-day noise and see the broader picture.

Three reasons why REITs can continue to rally

REITs have produced attractive returns YTD being up 13.60% through April (up 16% as of May 12). Fundamentals remain solid, demand for commercial real estate remains strong and companies continue to increase dividends.

Tagged with: Equities, Investing

Interview with Jeff Knight — The three pillars of a resilient portfolio

IMCA Jeff Knight Interview

The Investment Management Consultants Association (IMCA) interviewed Jeff Knight recently and he spoke about the three pillars of a resilient portfolio for today’s environment. Many investors are looking to preserve post-crisis gains and bolster the defensive dimension of their portfolios to better withstand volatility.

Tagged with: Asset Allocation, Economy, Global Economy, Investing

Sweeping money market fund reforms adopted by SEC

In a split vote, the SEC adopted sweeping reforms to Rule 2a-7 which governs the operation of money market funds. Many funds that were previously considered retail due to their lower investment minimums will now be called institutional and fall under the new regulations.

Tagged with: Investing

Ukraine Crisis — Can the U.S. make Europe less dependent on Russian gas?

As Europe looks to diversify away from its dependence on Russian gas, the U.S. is on track to start exporting liquefied natural gas by as early as next year. Russia remains the largest exporter of natural gas in the world and accounts for approximately 30% of Europe’s gas demand, half of which is transported through Ukraine.

Tagged with: Economy, Global Economy
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