Quarterly Commentary, Q3 2019
Year to date, global equity market returns remain strong, but returns were mixed for the third quarter.
International Stocks – Should They Stay or Should They Go?
After another tough year for international stocks, we’re reminded of the popular Clash song from 1981 (Should I Stay or Should I Go). In 2019, investors may question the inclusion of international stocks in their investment portfolios.
Volatility: Welcome Back to Normal
So that’s what market volatility feels like! It has been a while since we’ve had dramatic swings in stock markets across the globe. But these past few months have been a reminder of how volatile markets can be.
Is Your Road to Sustained Wealth Paved with Amazon and Apple or the Whole Alphabet?
There are many ways to make a fortune. You might inherit money, win the lottery or build a thriving business and sell it. You can also work hard in your career, save and invest with discipline. Making a fortune often includes elements of risk and luck.
Recent Market Volatility
After a long period of relative calm in the markets, the increase in stock market volatility in recent days has renewed anxiety for many investors.
4 Tips for Investing After an Election Season
Presidential elections bring heated emotions from both sides, especially when it comes to protecting your financial investments. As humans, we’re often driven by these strong feelings, but it may come as a surprise that they usually don’t have a large impact on financial markets.
Dividend-Paying Stocks: The Legend, the Myth
There is a myth that is pervasive in the investment industry that most historical investment gains are attributed to dividends and the stocks that pay them. If this were true you could make a case for owning only dividend-paying stocks.
China's Bear Market
The recent severe volatility in China’s mainland markets has raised questions among many investors about the causes of the market downturn in China and the wider implications for the global economy and markets. The Shanghai Composite Index more than doubled…
Chasing Returns: Avoid the Next Financial Cliff
In the past few years, US stocks have registered strong gains. Yes, there was the ugly dive in September and October of 2014. Even so, US large growth stocks were up...
Include Value Stocks
The fundamental axiom of modern portfolio theory is that risk and return are related. Investment strategy is defined as the science of capturing the maximum return at a stated level of risk. The asset class of value stocks represents a distinctive risk for which we expect compensation. When the risk and return characteristics of value stocks are blended with other asset classes, the result is a diversification benefit. Therefore, including value stocks in a broadly diversified portfolio is expected to increase return while reducing risk.