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Tuesday, February 18, 2020

Feature Articles

U.S. Natural Gas Helps Lower Emissions Again

Blackrock’s ESG funds hold positions in pipeline corporations, consistent with Larry Fink’s recent letter on climate change (watch ESG Investors Like Pipelines). Their inclusion is...

Oil’s Bear Takes a Pause

In a complete opposite move of 2019, oil started off 2020 with a sharp downtrend. From January 7th through February 4th, oil declined 16 out of 20 trading days. Price reached a high of $65.65 and declined reaching a low of $49.31, representing a nearly 25% drop.

Audio Content, Streaming Music, and Concerts are a Huge Consumption and...

In this blog post, I’d like to dig into one of my favorite long-term themes and opportunities for investors: music and audio entertainment. I’ve written about this theme a few times before and made Spotify my favorite 2020 brand in the December 19, 2019 blog post.

The Definitive Book on Factor Based Investing

Smart beta. Empirical finance. Evidence-based investing. These terms have migrated from the periphery of the investment ecosystem just ten years ago to become the investment world’s most popular memes today. Why?

Crude Catches a Virus

We’re in one of those times when everything is a macro call. Stocks and sectors are, for now, more highly correlated, since Coronavirus developments...

Washington-DC Based Energy Experts Offer Their Outlook

We had an opportunity to meet with a Washington-DC based independent research firm, specializing in energy policy and geopolitics last week.  The following is...

Market Trends & Outlook

Is the Bond Market Giving us a Warning Sign?

I'm sorry to bring this to your attention, but as a close watcher of the Cboe Volatility Index (VIX) for the past 20 years I felt it was my duty bring to light some ominous notes, unfortunately, and see below two charts comparing TLT (ETF that tracks long-term Treasury bonds) and the VIX.

Explaining to Clients Why Chasing the S&P 500 May Not Work in the 2020’s

This past decade has been a tremendous run for the S&P 500, remarkably like the path of U.S. equities in the 1990’s. When looking at the other major asset classes, however, the 2010’s have not been nearly as exciting.

Doomsayers Aside, Base Case for Credit Markets Looks Positive in 2020

The Armageddonists have cost many investors money over the years and we suspect 2019 was another example. As a good reminder for us all,...

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Understanding ESG Investing is Key

Even though environmental, social, and governance (ESG) investing still constitutes a small slice of the global stock market, investor appetite is growing rapidly, nonetheless. In fact, a recent Financial Times article notes that statistics from EPFR reveal ESG-focused equity funds alone have taken in $70 billion of assets over the past year, while traditional equity funds have witnessed $200 billion in outflows during the same timeframe.

Is the Bond Market Giving us a Warning Sign?

I'm sorry to bring this to your attention, but as a close watcher of the Cboe Volatility Index (VIX) for the past 20 years I felt it was my duty bring to light some ominous notes, unfortunately, and see below two charts comparing TLT (ETF that tracks long-term Treasury bonds) and the VIX.

Explaining to Clients Why Chasing the S&P 500 May Not Work...

This past decade has been a tremendous run for the S&P 500, remarkably like the path of U.S. equities in the 1990’s. When looking at the other major asset classes, however, the 2010’s have not been nearly as exciting.

The Definitive Book on Factor Based Investing

Smart beta. Empirical finance. Evidence-based investing. These terms have migrated from the periphery of the investment ecosystem just ten years ago to become the investment world’s most popular memes today. Why?

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