Investment

A professional perspective on investing

Investment

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
Investment

The 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
Investment

Investment 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
Investment

Investment 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
Investment

Is 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
Investment

Could 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
Investment

Bad 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
Investment

Investment Management Perspectives- August 2017

‘Reflecting on the Decade’s Worst Investment’

08.21.17
Investment

High 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
Investment

Investment Management Perspectives Mid-Year Update

‘Mid Year Outlook’

07.12.17
Investment

Investment Management Perspectives- June 2017

‘Year to Date Equity Performance’

06.28.17