Browsing Category
mutual funds
10 posts
Mutual fund liquidity: A true oasis, or merely a mirage?
by Adam Smears, Russell Investments We are now 10 years into a period of economic expansion, yet there…
September 23, 2019
Market Resilience: Strength in Numbers
by Sonal Desai, Ed Perks, Stephen Dover, Michael Hasenstab, Franklin Templeton Investments Concerns about where the financial markets…
March 27, 2019
Has Smart Beta Become a Marketing Catch-term?
by Charles Roth, Thornburg Investment Management Turns out price matters for excess returns, and that whatās worked before…
March 26, 2019
Yes. It's a Bubble. So What?
by Rob Arnott, Shane Shepherd, and Bradford Cornell, Research Affiliates Key Points The word ābubbleā is tossed around…
April 25, 2018
Market Ethos: Performance Chasing
Performance Chasing by Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata, Connected Wealth, RichardsonGMP The most prevalent disclaimer…
December 28, 2017
US Mid Cap: from the Juniors to the Big Show
Watch as Phil Taller, Senior Vice President, Portfolio Manager, uses a hockey analogy to explain the differences between…
November 8, 2017
Why āBest of Breedā Often Fails
Why āBest of Breedā Often Fails by Seth Masters and Joseph Paul, CIO, AllianceBernstein Many investors seek ābest…
February 18, 2016
Size is the Enemy of Performance
by Ben Carlson, A Wealth of Common Sense āPrices fluctuate more than values ā so therein lies opportunity.ā…
September 9, 2014
Why Managing a 'Bloated' Fund is So Difficult
Navigating a Big Ship by Tom Brakke, Research Puzzle Financial Advisor had kind of an odd headline the…
April 30, 2014
How to Create an Outperforming Canadian Mutual Fund Strategy?
By Paul Kornfeld, National Manger of SIACharts.com, Business Development Creating an ideal mutual fund strategy for your clients…
April 23, 2014