Transaction costs for exchange traded funds include the spread. We look at how this figure is defined and calculated.
Discussing the potential policies and politics of President Trump and the GOP-controlled Congress.
Beyond affordability, some passive approaches to investing may result in lost opportunities.
Valuations may be better for managing longer-term expected returns than as a market timing tool.
Strategies to consider for managing tax policy risk while saving for retirement.
A look at potential macroeconomic trends in the year ahead.
When considering ETFs, know how premium/discount is calculated – and look at other factors.
Markets have reacted to the election results – but politics isn’t the only factor that should be considered in evaluating capital markets.
Thinking about potential market movements in the year ahead
Advisors can help their clients understand the potential effects of interest rate changes.
Four scenarios to be mindful of when changing portfolio positions.
Five portfolio dilemmas that can occur amid challenging market conditions...
Chief Market Strategiest David Lafferty looks the potential benefits and drawbacks of passive strategies
Portfolio manager Michael Buckius discusses how the fund’s low-volatility equity approach may be an effective way to manage risk in turbulent markets by reducing the impact of severe market swings on fund returns.
Co-managers Scott Weber and Rhett Carter explain their valuation discipline, loss avoidance philosophy, high concentration approach and why trading time for value makes sense.
Market gyrations over the past year may feel extreme to some, but history suggests investors need to get used to it. Stock market volatility levels...
Changing global growth patterns, the global credit cycle, a U.S. profits recession, and low global inflation are key topics covered in Loomis sector teams’ 2016 outlooks.