Technology is disrupting traditional business models. Intangible assets now account for some 80% of S&P 500 Index assets. But traditional accounting poorly captures their value and return on investment, impacting earnings forecasts and shareholder returns.
Get away from the noise of the investment herd, and hear our experts bring a new perspective to widely talked about topics.
Portfolio Manager Sean Sun dives into how gaming will drive social interaction and creativity on its long growth path.
Portfolio Manager Greg Dunn discusses why growth investing continues to perform in a challenging environment and the long-term themes driving it.
Properly parsing a company’s internal ESG metrics alongside third-party data requires understanding the context and limitations of both data sets to better gauge the potential return.
If the Bank of Japan, Federal Reserve and European Central Bank are enticing investors to swing for the fences with low or negative rates, focusing on the fundamentals of individual stocks and bonds is key to a strong investment batting average.
Federal Reserve’s liquidity bazooka ended the “doom loop” of lower funding market values and forced selling. But liquidity-driven euphoria creates a disconnect between prices and still-challenged fundamentals. The price gravity of bankruptcy.
Integrating ESG factors is important for companies’ financial performance and sustainability, and equally important for active managers’ ESG investment analysis, including ESG “momentum” stocks.
Since the dizzying spring spikes in municipal market bond yields, the Federal Reserve’s stimulus programs have fueled a rebound in muni market prices to all-time highs and yields back to historic lows. Despite the Fed’s lifelines, muni market fundamentals remain challenged and price risk high.
Some segments of China’s economy have recovered to pre-coronavirus levels, while others lag and a few have seen accelerated growth. Portfolio Manager Lei Wang surveys China’s re-opening, its fraying bilateral relations with the U.S. and the Eurozone’s tentative first step toward fiscal cohesion.
India has leap-frogged into the digital era with an astounding set of thoughtful initiatives that have major implications for its telecoms, financial services and retail sectors, among others.
Oil prices have swung massively over the past several weeks, including a dip into negative pricing. Portfolio Manager Charlie Wilson breaks down what it means to the energy sector in the U.S. and globally.
Keeping your balance in emerging markets equity investing means identifying strong businesses, balancing value and growth styles across the portfolio and minimizing currency risks.
During an investment research trip, Portfolio Manager Lei Wang was caught on the ground during China’s coronavirus outbreak and lockdown. He surveys the pandemic’s economic impact and recovery outlook in the world’s second-largest economy.
Once investors realize that they are responsible for their own financial security, the first gift they should give themselves is a financial advisor. In this podcast, we share ways advisors can speak to clients who have decided it’s time to put themselves first and are saying, “#NowMe”.
Losing your job is scary, but according to the Washington Post, for women aged 50 to 61, they are 18% less likely to find new work than women 25 to 34. And if they’re 62 or older, they’re 50% less likely to be rehired. In this episode, Jan explains what women can do to plan for circumstances like these.
Keeping lots of cash at home is risky for many reasons. But that doesn’t stop people from often following this depression-era bad habit. Find out from Jan how much you should keep on hand and what you should do with the rest.
June is LGBTQ pride month. Find out from Jan what’s changed for married LGBTQ couples, income inequality among them, and if there are any differences in the way LGBTQ people invest.
Although everyone defines financial security differently, Jan walks through steps that many of us can take, and talks about some that might require the guidance of a financial advisor.
Jan continues the discussion about how advisors can help their clients overcome the common roadblocks they have speaking to their heirs, and the importance of the family legacy letter.
Individuals are often reluctant to speak to their heirs about the amount of wealth they will leave behind for a variety of reasons. Jan explains the common barriers and how advisors can help their clients overcome them.
Investing is simple but not easy. How to convince your clients over 50 not to sell during times of market stress – it’s about understanding the flight instinct.
All economic downturns are unique, and today's is no different. In the latest episode of #NowMe, Jan Holman discusses how investors should approach market volatility and the key points to consider when navigating your investment accounts.
In a continued discussion from episode one, we learn why women over 50 are an important demographic for financial advisors going forward.
Find out why demographic trends and shared personality characteristics make women over 50 the ideal clients for financial advisors.