Displaying items by tag: risk

Tuesday, 18 January 2022 08:32

Why Invest When the Market is up over 100%

We currently find ourselves in an unusual situation, as far as the economy and the financial markets. Due to the coronavirus pandemic, the Federal Government and Federal Reserve introduced massive fiscal and monetary stimulus programs ... [Read More]

Published in Alternatives
Monday, 20 December 2021 18:24

Active ETFs Expected to Double in 2022

Over 500 institutional investors were surveyed and one of the top 5 most important themes going into 2022 is active management in areas like fixed income markets. A combination of factors are leading to more investment but broadly speaking, it is uncertainty which is having investors leaning into active management. On top of this, active management is preferred as the best strategy in risk management overall. A majority of those surveyed believe high fluctuation in inflows and outflows to passive funds put the market in a more systemically risky position. Despite a dragging start to 2021, 70% of investors said their active funds outperformed passive ones.


FINSUM: Picking stocks is always hard, but increased volatility could give pickers an edge.

Published in Bonds: Total Market
Wednesday, 15 December 2021 20:38

Model Portfolios Help Mitigate Client Stress

Model portfolios allow the feel of tailored experience with the ability to hit wider audiences by addressing the specific risks, features or scenarios investors are concerned about. WisdomTree has been a leader in model portfolio development by providing options across diverse assets such as equity, fixed-income, strategic multi-asset, growth oriented, and dividend options. On top of this they build out scenario focused funds.Their fixed income funds are focusing on shorter duration quality bonds while dipping into alternative credit. They have also developed a variety of international funds that focus on developing countries in order to meet the needs of investors worried the U.S. equity market is too overvalued.


FINSUM: Model portfolios are giving advisors a strong option for targeted concerns that face their clients like volatility and inflation.

Published in Wealth Management
Monday, 06 December 2021 19:46

How Model Portfolios Combat Risk

2021 has posed its fair share of risks to the average portfolio: emerging market disruption, Covid-19 resurgence, slowing economic growth, and rising inflation. However, model portfolios are the solution advisors can utilize to mitigate this risk. Often sought after for their ability for advisors to utilize in order to spend time deepening relationships with clients, a suite of model portfolios have popped up targeted to mitigate risks. For example, EQM Capital launched a variety of modular model portfolios that are risk-based ETFs to better suit clients’ portfolio objectives and preferences.


FINSUM: Model portfolios are expanding and changing in a variety of ways, and this means they can better suit their clients whether that's for their risk level or ESG expansion.

Published in Wealth Management

The best portfolios stand strong when the markets don't. See More

Published in Eq: Total Market
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