News & Research

OPECs Days Of Super Power “Are Over”

May 25. Mark it on your calendar. OPEC will decide the direction of oil. It won’t be a bloodletting. OPEC is no longer a super power thanks to the good ole U.S. of A.The markets have priced in an extension of the oil production cut beyond this year, but with headlines emerging on a daily basis in the run up to the OPEC meeting, oil traders are playing footsie...

Here’s How This Frontier Player Beats Markets, Wins Awards

Want to beat the market and win accolades for it at the same time? Think small cap in small countries. FIS Group just got recognized for it by Informa.Emerging and frontier market specialist, the FIS Group, was awarded “Top Guns” status by Informa Investment Solutions' PSN manager database on Monday. The recognition came for the FIS Group’s Non-U.S. Small Cap Equity Strategy in the Europe, Australasia, and Far East...

iShares ‘Expat’ Launches New Commodity Fund

iShares expatriate William Rhind, one of the original team members in Europe for the popular ETF name, has teamed up with three other ETF experts to create yet another ETF firm.Introducing GraniteShares, the latest addition to the commodity-themed exchange traded fund product line. Their new Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) and S&P GSCI Commodity Broad Strategy No K-1 ETF (COMG) launched on Monday.“GraniteShares is the culmination...

Money Heads To EU, But Sell Off Begins

Global investors are still piling into Europe, weeks after the election of “bigger Europe” French president Emmanuel Macron. According to fund flow data from EPFR Global for the week ending May 17, Europe has once again driven global fund flows in the developed world.Fresh money to Europe equity funds for the eighth week running steered another $3.8 billion to global stock funds, they said. At the single country and...

Beat robo-advisors at their own game with rules-based investing

Robo-advisors continue to dominate the headlines. For better or worse, that means the public is more educated than ever about the ability of a rules-based, data-driven investing approach to outperform the market. It has many investors—including your valued clients—asking which can offer them the best possible financial outcome: man or machine? Unfortunately, it’s a question that may put your trusted advice in question. As you strive to maintain investor...

Trump Or Not, Time For Correction

Financial pundits are telling us we have officially gone from the Trump bump to the Trump dump. Impeachment rumors are starting, coming from the usual chorus of disgruntled Democrats and Never-Trumpers in his own party, many of whom voted for Hillary Clinton. Trump’s Washington is volatile and unpredictable, with the president being accused of obstruction of justice in FBI director James Comey’s firing, and giving away intel to the...

Brazil Is Crashing. Buy it!

Brazil’s stock market is crashing. Time to start digging through the wreckage.Paulo Espinosa, lead portfolio manager at Seafarer Capital Partners in the Bay Area says that rumors of yet another impeachment in Brazil is a buying opportunity.“For me, this is music to my ears,” he says about today’s 17% sell off in the iShares MSCI Brazil () ETF at the opening bell. The VanEck Brazil Small Cap () fell...

Robo Advisors Won’t Kill The RIA

No, robo advisors are not the end of the independent investment advisor. No matter what level of investment sophistication a client may have, dealing with actual people is better than plugging in retirement dates and income goals into a software program and getting an asset allocation model for half the price of a standard management fee.“Thinking that robo advisors spell the end of the RIA is like saying WebMD...

Franklin Templeton Launches 3 Smart Beta ETFs

Smart Beta ETFs are all the rage, so why not pump out three new ETFs to capture some of the spot light that’s been shining on strategic beta funds all year. Last month, Franklin Templeton released three new ETFS for this category: The LibertyQ U.S. Small Cap Equity ETF (), Franklin LibertyQ U.S. Mid Cap Equity (), and the Franklin LibertyQ U.S. Equity () ETF.All three were launched on...

Why Markets Are Less Sure About Fed Hikes

The markets are less sure about the Fed hiking rates three times for a total of 75 basis points this year. A month ago, that was a sure thing. What has changed?The Economic Surprise Index is down to a new low and indicates that actual hard data has not impressed beyond a relatively solid earnings season. Industrial production data showed a 1% monthly gain, but that is 1.4% below...