Impact Investing

My latest post for AdvisorShares’ AlphaBaskets is titled When Clients Ask About Impact Investing Will You Have An Answer? The post is in support of this week’s Alpha Call but the reality is that we’ve been looking at this topic for years here without using that term when we talk about water ETFs, many things that relate to farming and a few others. The post is more geared to financial advisors as alluded to in the title because no advisor wants to be completely stumped by a client question and it does seem likely that more people will at least be curious about impact invest. The first paragraph as follows; As we’ve looked at in the last couple of posts, the nature of investing is always changing. Change comes from market conditions, access to investment strategies (mostly through ETFs) that were not previously accessible and from client inquiry.  Please click through for the rest. I plan to start adding pictures to these posts so today’s picture is obviously from the subway in...

Impact Investing

My latest post for AdvisorShares’ AlphaBaskets is titled When Clients Ask About Impact Investing Will You Have An Answer? The post is in support of this week’s Alpha Call but the reality is that we’ve been looking at this topic for years here without using that term when we talk about water ETFs, many things that relate to farming and a few others. The post is more geared to financial advisors as alluded to in the title because no advisor wants to be completely stumped by a client question and it does seem likely that more people will at least be curious about impact invest. The first paragraph as follows; As we’ve looked at in the last couple of posts, the nature of investing is always changing. Change comes from market conditions, access to investment strategies (mostly through ETFs) that were not previously accessible and from client inquiry.  Please click through for the rest. I plan to start adding pictures to these posts so today’s picture is obviously from the subway in...

Turning Asset Allocation Upside Down

My latest is up at Alphabaskets titled Turning Asset Allocation Upside Down which is about an article from the WSJ that seeks to offer a completely different spin how much to have in equities when you start retirement and then later on. After the second 50% drawdown of the US equity market in one decade, the investment industry began to reassess the idea of what asset allocation should look like. Unlike the 1980’s and 1990’s, financial professionals can no longer rely on an almost static 60/40 or 70/30, watch the equity portion triple in 15 or 20 years  and then flip the whole thing to fixed income for a safe 6%. Please click through to read the entire...

Turning Asset Allocation Upside Down

My latest is up at Alphabaskets titled Turning Asset Allocation Upside Down which is about an article from the WSJ that seeks to offer a completely different spin how much to have in equities when you start retirement and then later on. After the second 50% drawdown of the US equity market in one decade, the investment industry began to reassess the idea of what asset allocation should look like. Unlike the 1980’s and 1990’s, financial professionals can no longer rely on an almost static 60/40 or 70/30, watch the equity portion triple in 15 or 20 years  and then flip the whole thing to fixed income for a safe 6%. Please click through to read the entire...

Barron’s Makes The Case For Active Management

Over the weekend Barron’s talked quite a bit about active management. I wrote a post about this over at AlphaBaskets that starts as follows; This week’s Barron’s had the same argument for active portfolio management in 2014 in two different articles; the weekly interview which was with Robert Ewing from Oppenheimer and ETF Focus column. The basic idea was that correlations are in the process of moving from very high to not so high. Ewing noted that this started in the middle of 2013. If correlations are receding then bottom up performance from companies like earnings growth, revenue growth and balance sheet management can serve to differentiate returns. Please click through for the...