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RIA Advantage

Helping registered investment advisors build a stronger practice

Investment insights for the midyear

Colored Yarn Ball

Shifting prospects for policy change have led investors to both hope and worry, while the economy has remained favorable for risk assets. As 2017 marches on, we believe investors should revise their views of risk and pivot to emerging opportunities.

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Low-volatility SMA strategies now available

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The U.S. Low Volatility Equity SMA and the Tax Sensitive U.S. Low Volatility Equity SMA are now available on the Schwab Managed Account Access® platform. The minimums for both strategies are $100,000. Managed by Analytic Investors, LLC, these low-volatility strategies seek to provide investors with smoother returns, smaller risk of a significant drawdown, and less dependence on the timing.

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Why stock market prices are so high

Jeremy Grantham

Jeremy Grantham discusses GMO’s updated model to explain shifts in the P/E levels of the S&P 500 and whether or not those variables may move to be less favorable or not. Meanwhile, Ben Inker provides GMO’s view on emerging equities for the rest of the year.

For more information call your dedicated RIA sales team at 1-888-368-7742.

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