Wealth

<em>Market Pulse Report:</em> March 2017. Fooled by averages
Investors and the financial press celebrated when the Dow charged past the 20,000 mark in January, riding a wave of post-election exuberance that added 12 percent to the large-stock average by the beginning of March. The defeat of the American Health Care Act at the...  more
<em>Tax-efficient equity investing,</em> chapter 1: The importance of tax management
Given the headwinds, it is surprising that anyone makes progress towards an investment goal. Taxes take the biggest portion of the profits, especially if they are ignored, as Timothy Atwill and his colleagues at Parametric Portfolio are well aware. “Despite the fact...  more
<em>Monthly Market Tracker:</em> February 2017
February was warmer than average, in the Northeast at least, and for many market sectors as well. In fact, REITs and the S&P 500 Stock Index were smoking, and emerging markets and world markets as a whole were close behind. Among other noteworthy data points...  more
<em>Capital Markets Flash Report:</em> February 2017
Wealth advisory firm Greycourt & Company reviews the returns recorded in February by several asset classes, including domestic and foreign equities, fixed income, hedge funds, and commodities, in the Capital Markets Flash Report.The warmest February on record...  more
<em>Market Pulse Report:</em> February 2017
“Step on a crack, break your mother’s back,” the children's rhyme goes, though no one's back was ever broken as a result. On Wall Street they say “As January goes, so goes the year,” with the difference that in most years that has been what happened. Since the S&...  more
Global Real Estate Market Outlook 2017
Hurricane season is months away but CBRE Research has already issued a weather advisory for the real estate market. “At times it feels like we are being hit by gale-force winds,” CBRE Research Global Chief Economist Richard Barkham says. “All of the main real estate...  more
<em>Market Flash Report:</em> February 2017
Pathstone’s Market Flash Report compiles the recent performance of various asset class indexes and summarizes economic and market developments.Call it “the triumph of hope over experience” as applied to investing, but January was a good month in the markets. “Stocks...  more
<em>Capital Markets Flash Report:</em> January 2017
Wealth advisory firm Greycourt & Company reviews the returns recorded in January by several asset classes, including domestic and foreign equities, fixed income, hedge funds, and commodities, in the Capital Markets Flash Report.Reality intruded on Wall Street’s...  more
<em>Quarterly Market Overview:</em> Q4 2016
Pathstone Federal Street’s Quarterly Market Overview compiles statistics from several sources, including Bloomberg, Morningstar, and MSCI, for asset classes, market sectors, economic trends, and hedge funds, as well as economic data.The numbers are in and they...  more
2016 Market Review and 2017 Outlook
It certainly was quite a year, not least in the markets. Consider that 2016 began with a full-scale recession panic and oil price collapse. By December 31 a relief rally had rewarded patient investors with a 12 percent gain in U.S. equities as tallied by the S&P...  more
<em>Capital Markets Flash Report:</em> December 2016
Wealth advisory firm Greycourt & Company reviews the returns recorded in December by several asset classes, including domestic and foreign equities, fixed income, hedge funds, and commodities, in the Capital Markets Flash Report. As the post-election relief rally...  more
Capital Markets Flash Report: November 2016
Wealth advisory firm Greycourt & Company reviews the returns recorded in October by several asset classes, including domestic and foreign equities, fixed income, hedge funds, and commodities, in the Capital Markets Flash Report.Anticipating support for strong...  more
Massey, Quick & Company <em>Market Newsletter:</em> Third Quarter 2016
The Market Newsletter for the third quarter of 2016 reviews events and market data for the equity and fixed income markets, and for alternative investments.Looking back, the third quarter of 2016 was a sea of tranquility, especially for the perspective of the...  more
Election Flash Report
Pathstone Federal Street recommends investors take several deep breaths and don’t do anything rash now that the election is over. In this client alert, they have several recommendations, though they seem reluctant to present them as prescriptions. “Unfortunately for...  more
<em>Capital Markets Flash Report:</em> October 2016
Wealth advisory firm Greycourt & Company reviews the returns recorded in October by several asset classes, including domestic and foreign equities, fixed income, hedge funds, and commodities, in the Capital Markets Flash Report.The markets last month seemed to...  more
<em>Market Flash Report:</em> October 2016
Convergent Wealth Advisors’ Market Flash Report compiles the recent performance of various asset class indexes and summarizes economic and market developments.You could say that September had its ups and downs, in the equity markets certainly, compared to the first...  more
<em>Capital Markets Flash Report:</em> September 2016
Wealth advisory firm Greycourt & Company reviews the returns recorded in September by several asset classes, including domestic and foreign equities, fixed income, hedge funds, and commodities, in the Capital Markets Flash Report.“It could have been worse” may be...  more
The weighting is the hardest part: Equal weighting countries in emerging and frontier markets
“Diversification is commonly considered to be the ‘free lunch’ of portfolio management, in that higher expected returns with lower volatility are achievable simply by diversifying,” Tim Atwill and his fellow analysts at Parametric Portfolio Associates say. “However,...  more
<em>Market Flash Report:</em> September 2016
Convergent Wealth Advisors’ Market Flash Report compiles the recent performance of various asset class indexes and summarizes economic and market developments. “Ho-hum—a relatively quiet August brought yet another month of positive stock market returns (albeit...  more
<em>Capital Markets Flash Report:</em> August 2016
Wealth advisory firm Greycourt & Company reviews the returns recorded in August by several asset classes, including domestic and foreign equities, fixed income, hedge funds, and commodities, in the Capital Markets Flash Report.Stock markets were quiet in August,...  more
<em>Global Private Equity Barometer:</em> Summer 2016
Coller Capital’s Global Private Equity Barometer for summer 2016 surveys the state of private equity worldwide and reports on “the views of 110 private equity (PE) investors from around the world.” Among the topics covered in the report are returns from, and appetite...  more
China A-shares: Still not ready for prime time
Chinese stocks would seem to be essential emerging market equities, yet only some are tracked in international indexes. The MSCI Emerging Markets index, for instance, includes stocks that trade in Hong Kong but omits A-shares, which are listed on the Shanghai...  more
Risk and joy, and the sweet smell of hay
Returning to a physically demanding sport after many years away from it carries significant risks along with the chance of personal rewards. It isn’t a decision to make casually, as adviser Kristin Poole knows. A long-time horse show participant, she came back to the...  more
Four arguments for investing in commodities
In a low-inflation environment and after years of losses, an investor has to have a strong stomach to consider adding commodities to a portfolio. Still, there are reasons to consider commodities, as this white paper from Parametric Portfolio Associates argues. ...  more
Hedge fund benchmarking: Missing the mark?
“Hedge funds represent a major component of nontraditional strategies and when prudently integrated into a portfolio, have historically resulted in an attractive risk-reward ratio in comparison with long-only portfolios of stocks and bonds,” Brad Kaufman says in this...  more
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