Helping registered investment advisors build a stronger practice
In this 2018 Investment Insights, we look out over the next six months and share what our portfolio managers are thinking and how they’re positioning their portfolios. With questions about an economic expansion and lack of clarity around interest-rate changes, we believe the best approach is to watch and wait. Hear from our portfolio managers about what they are watching, what they are waiting for, and what they are doing while they wait.
If you missed Analytic Investors' session at Schwab IMPACT last month, read their in-depth research paper on factor investing. The paper examines methodologies for constructing and examining equity factor portfolios for five well-known factors: value, momentum, small size, low beta, and profitability.
Municipal market returns were negative in November; municipals underperformed Treasuries for the month; lower-rated securities continue to outperform; and demand was sufficient for most of the month but cooled in the final week as a significant boost in supply (and supply forecasts) ahead of tax reform lowered municipal prices. See how our team views the muni market, tax reform implications, and current opportunities.
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