News > Wealth Management

Growth and Value Investing: A Complementary Approach
Growth and value investing are often seen as competing styles, with one outperforming or underperforming the other during different periods of time and market cycles. While the approaches may differ, Stephen Dover, head of equities at Franklin Templeton Investments, and Norm Boersma, chief investment officer of Templeton Global Equity Group, say growth versus value doesn’t have to be an either-or
Retirement Risk: Don't Trade Downside Protection for More Upside
We have a key belief about saving for retirement: The potential for additional upside is not worth an outsized risk of devastating downside. Case in point: The recent Reuters Special Report on the riskiness of Fidelity Investments’ target date series Freedom Funds highlights important issues on the risk faced by participants in target date funds—risks that may become painfully apparent
Asset Allocation Views: Singles and Doubles
With market volatility on the rise, consider a broad set of relative value opportunities across global markets. Markets entered 2018 with the wind at their back: double-digit equity returns, strong momentum, and expectations that the synchronized global growth and corporate earnings recovery we saw in 2017 should continue into 2018. However, recent volatility suggests some storm clouds could be gathering.
Robo Advisor Data For Two Year Period Now Available for Advisors
Here at BackEnd Benchmarking we have recently released the 4th quarter 2017 edition of The Robo ReportTM. In this report, we took an in-depth look at two-year returns of seven different portfolios with a full two years’ worth of data. The 4th quarter of 2017 was a strong finish to a strong year in the equity markets, and for the
With Target-Date Funds, History Does Repeat
Target-date funds played a big part in helping defined contribution (DC) plan participants stay invested through February’s market turmoil. And history does repeat: in the severe 2008–09 financial crisis, these funds kept many participants positioned to take part in a lengthy bull market. Keeping Investors on Course in February’s Sell-Off In early February of this year, equity markets suddenly tumbled
Adjusting Your Portfolio? 3 Implementation Capabilities to Keep in Mind
Note: This is the third blog in a three-part series: Know what you own; Know where you want to go; Know how to get there. Your portfolio needs to move. You know where you want to go. But how do you get from point A to point B? Let’s assume you’ve done the work to know where you want to
Do You Have the Mental Fortitude to Accept Huge Gains?
This comment usually gets a hearty laugh, which merely goes to show how little most people have determined it actually to be a problem. But consider how many times has the following sequence of events occurred? For a full year, you trade futures contracts, making $1000 here, losing $1500 there, making $3000 here and losing $2000 there. Once again, you
Alternative Investments for Wealth Management Portfolios
SUMMARY High net worth and mass-affluent investors are increasingly allocating funds to alternative investment strategies in order to enhance returns, manage risk and diversify portfolios. Two critical developments are driving the interest in alternatives: technological innovations that are increasing investor access to alternative strategies and greater sponsorship by asset managers of less liquid, registered investment companies. High net worth and
The Value of Short Volatility Strategies
Executive Summary ? Beware of “derivatives of derivatives.” When evaluating whether a given volatility strategy is appropriate for their portfolio, investors should seek to understand the primary drivers of returns. ? Put writing strategies can deliver equity-like returns over the long term with less sensitivity to market valuations and smaller drawdowns compared to the equity market. ? Only twice have
Passive Investing Hurts Emerging-Market Debt Investors
Think emerging-market debt (EMD) might as well be managed passively? Think again. Over the last 14 years, 69% of EMD active managers beat the J.P. Morgan EMBI Global over three-year rolling periods. Even in 2008, almost 40% of active managers beat their EMD benchmark. Read more at Advisor Perspectives. Photo: Allan Ajifo