By Tuesday, March 11, 2014
The exponential growth of passive indexing and ETFs continues to
put pressure on active portfolio...
By Thursday, March 6, 2014
Snow-capped mountains, clear glacial lakes, and green pastures
dotted with grazing livestock may be the post-card images of
Switzerland, but in reality this pristine environment contributed
By Wednesday, March 5, 2014
Like beauty, investment risk is often in the eye of the beholder.
One investor’s “ho-hum” may be another’s “way too risky!” The
problem is further compounded by the fact that the measures of...
By Tuesday, February 25, 2014
Positive scores for health, material well-being and finances in
retirement all add up to a first-place finish for Switzerland in
Natixis Global Asset Management’s 2014 Global Retirement Index,...
By Wednesday, February 19, 2014
Know the credits you own and why you own them. The concept applies
to all investors who take on credit risk, but it's a lesson
that was driven home for investors in the US municipal bond
By Tuesday, February 18, 2014
With individuals around the world realizing they will need to
shoulder more of the burden for their income in retirement, they
may not have an accurate view of just how heavy the load may be.
By Tuesday, February 11, 2014
Advisors and their clients head into 2014 with some positive
tailwinds at their backs. Strong market performance has led to
increased investor confidence and a renewed focus on growth – as
By Tuesday, February 4, 2014
For financial advisors, this time of year marks a new beginning in
the form of client portfolio reviews, progress appraisals and
adjustments to help people stay on course as they pursue...
By Monday, January 27, 2014
What do Nu Skin Enterprises, Jazz Pharmaceuticals and Splunk have
in common? They are all mid‐sized companies that have had very
strong performance in 2013. While they may not be household...
By Tuesday, January 21, 2014
Discuss active management in many investment circles – a strategy
with an explicit goal to outperform a stated benchmark – and the
talk can get cynical. Plenty of skeptics argue that even in...