Volatility in Retirement—What a Drag!

Chris Marx (pictured) and Kent Hargis With markets so calm, it’s easy to become complacent about the corrosive effects that volatility can have on long-term investment success. If you don’t need the money for a long time, you can ride out the inevitable market squalls. But if you’re close to or already drawing from those [...]

read more

Keeping Up with Innovation

The pace of innovation is accelerating and equity investors are increasingly at risk of getting left behind. We think that moving away from the benchmark can help portfolios keep up with rapid change across many industries.

read more

Is Dollar-Cost Averaging the Cure for Market Jitters?

The US stock market is at record highs, and warnings of a downturn are loud and shrill on every side. Even if you’re convinced you should own more stock, you may find it difficult to buy now. What if you invest your money and the market suddenly drops?

read more

The Myth of the Passive Investor

Some investors have such little faith in the merits of active management that they prefer to take a 100% passive approach. We think they may be making more active decisions than they realize.

read more

Are US Stocks Heading for a Fall?

It’s a truism that what goes up, must come down—but when, and by how much? That matters, especially if you’re talking about the US stock market.

read more

Ten Reasons to Stay Active in Equities

It’s often hard to resist the temptation of an inexpensive, passive equity allocation. But we think you can find plenty of good reasons to go active just by looking around the markets today.

read more

Will Small-Cap Stocks Close the Gap with Large-Caps?

Small-cap stocks have lagged large-cap stocks by a substantial margin over the past few months, but a close look at the causes makes us think they could be in for a reversal of fortune.

read more

Cold Facts in Emerging Market Fridges

It’s not easy for investors to grasp the dynamics of consumer spending in diverse emerging markets. We think the best way is to look inside the refrigerators of people across the developing world.

read more

Tax Inversions: Tail Wags Dog?

The uproar over Pfizer’s failed bid for AstraZeneca has faded, but the tax inversion debate is just heating up. This week, Medtronic’s offer for Covidien has again raised questions about why companies are so eager to move their tax homes abroad—and what it means for investors.

read more

Is Opportunity Bubbling in Oil Pricing?

Longer-dated oil futures contracts have been on the rise so far in 2014, and we think there’s a good case to be made that they’ve got further to go. The potential for an upside oil-price surprise may point to investment opportunity.

read more

Archives by Month:

Archives by Subject: