Displaying items by tag: technology

Potomac Fund Management’s model portfolios are reaching a larger audience as its strategies are now available on the FMAX and Amplify platforms. FMAX stands for Fidelity’s Managed Account Xchange, which is an investment platform that connects advisors to portfolio construction solutions. Amplify is another wealth management platform that provides advisors with portfolio and client solutions. This follows a recent announcement by the company that its strategies had launched on the Orion Portfolio Solutions platform. The demand for strategy diversification has skyrocketed as advisors deal with the current bear market. The downturn has led advisors to embrace multiple strategies to build and preserve wealth for their clients. Potomac’s strategies are designed to “win by losing less” which may help financial advisors build portfolios to help protect against market risk. The company’s suite of model portfolios allows advisors to match the right strategy to each investor’s needs.

Finsum: Potomac Fund Management’s model portfolios, which help advisors diversify against market risk, are now available on more platforms.

Harbor has the benefit of sharing thoughts and perspectives with a diverse set of asset management partners around the globe...see the full story on our partner's site

(New York)

For years robotics was pigeonholed into major US manufacturing duties but new technology and artificial intelligence are turning that around…see the full story on our partner Magnifi’s site

(New York)

One of the big questions investors and analysts are still trying to sort out is who are the biggest market winners and losers as a result of the midterms. Here are some insights. The sector which seems likely to gain most is healthcare, as the risk of more regulation looks diminished, and the chances of increased government healthcare spending (as a result of the election of Democrats in key states) seems higher. The sectors which seem likely to lose out are banks and telecoms, both which seem likely to face much greater scrutiny by the now Democrat-led House.

FINSUM: We would also lump big tech into the losers category as increased scrutiny and regulation of the sector is one of the few areas of bipartisan agreement right now.

(Chicago)

Tech stocks and large caps have been getting all the headlines this year. There is increasingly a fear that only a handful of high-powered large stocks are driving the market. However, the reality is different, as small caps have been doing great. In fact, small caps have actually outpaced even the tech giants in appreciation this year. That is a very healthy sign for the market as it shows expanding breadth, which is typically a sign of a strong bull market that will continue. According to Bob Doll, famed portfolio manager from Nuveen, “Bull markets eventually end, and typically by the time you get to the peak, breadth is gone … This is a broad market move. It’s a good thing. It’s healthy.”.

FINSUM: We agree that this is very good news for the market. Even better, strong earnings growth has tempered high valuations, making things just a bit more reasonable.