Research

Apr 2016
The Great Divide – Passive vs. Active

A Market with FANGS

A recent Wall Street Journal article addressed the significant change in 2015 from actively managed funds to indexing. For the […]

Jan 2016
SOVEREIGN WEALTH FUNDS AND DECLINING MARKETS

Investors are facing stiff challenges as 2016 opened with a bang. Actually, more like an explosion… of selling; as if someone flipped a […]

Oct 2015
Pessimism Is Popular

An explosion rocks the Syrian city of Kobane during a reported suicide car bombing by the Islamic State, as seen from the Turkey-Syria border, on […]

Jul 2015
GREECE AND ITS MODERN DAY TROJAN HORSE

The past 5 years have presented themselves with turmoil for Greece as it faces an economic crisis not seen since the years after […]

Apr 2015
IS IT EURO € TIME?

Many US investors have avoided European markets over the last several years as US markets have surged with a strong dollar while other developed markets […]

Feb 2015
INVEST LONG TERM – SPECULATE SHORT TERM

“The only function of economic forecasting is to make astrology look respectable.” John Kenneth Galbraith

Every January, the financial industry and financial […]

Oct 2014
The Case for a High and Growing Dividend Stock Strategy in Retirement Portfolios

OCTOBER 15, 2014 • JAN HOLMAN www.fa-mag.com

The following article was written by Jan Holman of Thornburg Investment Management.

Many of […]

Jul 2014
Behavioral Finance

For most researchers working in neuroscience, the Holy Grail is to discover how to regenerate the neurons of the brain. Such a feat would help […]

Apr 2014
Buy Low, Sell High Or Buy High, Sell Higher?

Fund managers have different strategies for navigating the ebbs and flows of investing.  For Value style investors, it all boils down to […]