News > Wealth Management

5 Things Investors Should Know About China This New Year
Today marks the first day of the Chinese Lunar New Year, also known as the Spring Festival, China’s most important holiday. The fire rooster struts off-stage, clearing the way for the loyal earth dog. According to CLSA’s tongue-in-cheek Feng Shui Index, health care, consumer and paper products are favored to outperform early this year, followed by internet, utilities and tech
How TD Ameritrade's Twitter Chatbot Works
TD Ameritrade (NASDAQ: AMTD) launched its new Twitter (NYSE: TWTR) chatbot last week, allowing clients to check their account and trade directly from Twitter, and with the sudden return of volatility to the market the timing couldn’t really have been better. This represents the brokerage’s latest partnership with a major tech company—their Facebook chatbot went live in August and they’ve
Josh Brown: Only the 'Delusional and Deranged' Will Tell You What's Going to Happen With the Markets
All financial advisors worth their salt will tell you that their job is to help clients plan for their financial futures, not try to outsmart the stock market. It's this distinction that separates a financial advisors from a mere stock picker. The advisor (or at least the good ones) will take a holistic view of a client's portfolio and build
An Olympian's Guide to the Market Selloff: Seeking Rewards in High-Risk Situations
Today I’d like to share a few words about the Olympics, but first, two words: Don’t panic. The stock selloffs on Monday and Thursday were the two biggest daily point drops in the history of the Dow Jones Industrial Average, but in terms of percentage point losses, they don’t even come close to cracking the top 10 worst days in
China A-Shares: Is Your Emerging-Market Manager Ready?
As the Chinese New Year approaches, investors will welcome the year of China A-shares, soon to be included in the MSCI emerging-market (EM) benchmarks. But put careful consideration into determining which funds are actually ready to join the festivities. Index provider MSCI plans a gradual integration for the vast onshore market, whose $8.3 trillion market capitalization is second only to
Multi-Alternative Funds: Alts for One and One for Alts
How multi-alternative funds may eliminate choice overload for investors In my most recent blog, I described how choosing the appropriate alternative strategy (Real estate? Market neutral? Senior loans?) could become the biggest challenge for new investors in alternatives. This is one of the most common questions I receive here at Invesco, along with how to identify the best fund managers
Spotlight on Active Management: Finding Superior Active Managers
Superior managers do exist. We know how they behave and what they look like. Research in behavioral finance over the last two decades suggests that superior managers do exist. We see how superior managers behave, we know what they look like, and we believe we know how to find them. In 2002, University of Maryland professor Russ Wermers found that
All Asset All Access, January 2018
Chris Brightman, Research Affiliates’ chief investment officer, discusses the 2018 outlook across a global opportunity set, while Research Affiliates’ asset allocation and research specialists offer insights into key asset classes. Jim Masturzo (equities), Shane Shepherd (bonds), Michael Aked (real return assets) and Omid Shakernia (alternative strategies) discuss the opportunities they’re seeing as we start the year. As always, their insights
Equity Factor Investing: Three Key Considerations
Equity investors in search of higher returns are increasingly turning to factor investing. Driving this trend is frustration with the underperformance and higher fees of traditional active equity approaches, along with a growing realization that many stock-picking strategies owe their results largely to the manager’s factor tilts rather than stock-specific risk. So, the reasoning goes, why not gain exposure to
Help Clients Make Charitable Giving History
2017 may well be a record breaking year for philanthropy in the United States. Three significant contributing factors—strong markets, possible tax reform, and increased support for disaster relief and recovery—suggest that now may be an ideal time for clients to embrace charitable giving, perhaps more than ever before. Giving now, rather than later in the year, could also be prudent