Category: Stocks

2021 Investment Outlook: Embracing Diversification and Managing Risk Amidst Global Uncertainty

Please click below to read our views on a tumultuous 2020 and what to expect in 2021.

Our Thoughts on the Markets in the Wake of the Coronavirus Outbreak

Thoughts on the October Pullback

Some context and perspective on the somewhat normal, albeit swift, pullback in U.S. equities.

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Why we use ETFs in portfolio construction

Exchange-traded funds (ETFs) have been an integral part of our portfolio construction methodology for over two decades, alongside individual security selection. ETFs provide portfolio managers and investors exposure to defined indexes for a very reasonable fee – especially compared to traditional mutual funds – and provide superior tax efficiency to their mutual fund brethren when held in taxable accounts. Our objective is to deliver attractive risk-adjusted returns net of fees and net of taxes, and ETFs are a fine tool to achieve those results. A primer on ETFs:

The 351st-Worst Day in Stock Market History

Some insights on the market activity of Friday, February 2. While the headlines may be loud, it is important to provide some much-needed context for the noise and hone in on the signal, which is quite normal and generally positive.

Click here for our Market Insights