Investment Perspectives- June 2019
The Fed holds interest rates steady, but what if they decide to cut rates at some point in the next few months? What might happen when they actually do? Our investment management group explains their research in the latest Investment Management Perspectives.
06.19.19 InvestmentThe Sharpe ratio update
A little over a year ago we published a blog post noting that risk-adjusted return for US stocks had been unusually high. …
12.14.18 InvestmentInvestment Perspectives- November 2018
Closed-end municipal bond funds are trading at historic discounts to NAV giving investors the opportunity to earn over 5.5% tax free. Read the latest from our investment management group as they explain the three main causes for these widening discounts.
11.02.18 InvestmentInvestment Perspectives- September 2018
Since their peak in late January, Emerging Market equities are down over 18%. The 6 Meridian investment team layout the drivers for this under-performance.
09.24.18 InvestmentIs the recovery in the energy sector making a case for MLPs?
Over the past few weeks, the MLP sector has seen a sharp pullback in share prices. Immediate causes include concerns…
04.10.18 InvestmentCould the current Sharpe ratio for the S&P 500 be a signal of things to come?
The Sharpe Ratio is a short-hand method to evaluate the relationship between the return and risk (volatility) of an asset. …
11.13.17 InvestmentBad Timing. Not Always Bad Outcomes
Given what we know today, October 9, 2007 seems like a lousy day to invest in the S&P…
09.28.17 InvestmentInvestment Management Perspectives- August 2017
‘Reflecting on the Decade’s Worst Investment’
08.21.17 InvestmentHigh Yield- Buyer Beware
The chart below is from a July 24, 2017 Goldman Sachs report (GOAL Kickstart: Emerging worries about EM outperformance) and…
07.27.17 InvestmentInvestment Management Perspectives Mid-Year Update
‘Mid Year Outlook’
07.12.17 InvestmentInvestment Management Perspectives- June 2017
‘Year to Date Equity Performance’
06.28.17