Portfolio Manager Insights

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Finding Efficiency In A Rising-Interest-Rate Environment

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As rising interest rates become more likely, investors may want to consider diversifying into alternative strategies that have greater flexibility than traditional asset classes.

In High Yield, Expect Volatility, Not Crisis

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We’ve been hearing a lot lately from people who fear that rising interest rates may cause a crisis in U.S. high yield. In our view, the logic doesn’t add up.

Letterman Tribute: Top 10 Keys For Stocks

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This week we pay tribute to David Letterman’s last "Late Show" with our own top 10 list.

Four Reasons Why Earning Seasons Matter To The Long-Term Investor

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Even if you want to hold stocks for decades, earnings season still matters, says this CIO.

Thoughts On The Current Environment

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Before the era of quantitative easing, it was hard to imagine why anyone would pay an issuer for the privilege of lending the issuer money.

Crystal Balls, Likely Outcomes And Portfolio Planning

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Joking about our inability to predict interest changes and other events may understate the value of systematically studying financial markets.

Risk Marches On

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Investors continued to embrace risk this past week as the Nasdaq reached a new high while peripheral European bonds and emerging market equities rallied.

The Fed's Confused As Everyone Else

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The Fed wants and intends to raise rates, but it remains scared to death (and rightly so) of acting prematurely and killing the recovery.

A Road Map for Diversifying With Liquid Real Assets

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Advisors can use them to increase portfolio efficiency, says this manager.

Oil And Commodity Prices: Back To The Future

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Commonwealth Financial's CIO thinks we are probably moving back to a calmer environment for oil and commodity prices that will help moderate both inflation and deflation.

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