ETFs

    Jun 14, 2019

Why Insured Municipal Bonds Make Sense Today

by: ; Maria Rahni, CFA

Municipal bond insurance is a guarantee from a monoline insurance company that the holder of a muni bond will receive scheduled interest and principal payments when due...

    Jun 11, 2019

Serve and Volley

by: ; Mark Lacuesta, FRM, CAIA, CIPM

May was witness to the escalating trade war and the use of tariffs beyond trade negotiations. May 13 was the second worst day in 2019, dropping -2.41%, following China...

    Jun 6, 2019

Concerned About Correlations?

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Correlation – how different asset classes behave relative to one another – is an important concept in portfolio construction and at the heart of Modern Portfolio Theory...

    May 29, 2019

Chutes and Ladders

by: ; Mark Lacuesta, FRM, CAIA, CIPM

The S&P 500 reached its all-time closing high of 2,945.83 on April 30, 2019. The view from the top can be nice, it’s also a long way down.

    May 21, 2019

Volatility Returns, Not With a Bang, but With a Tweet

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It had been an usually quiet time in the markets from a volatility point of view, with the CBOE VIX, an index that tracks...

    May 21, 2019

Factors Go International

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Factor-based investing has demonstrated its ability to create new opportunities for U.S. investors by identifying and...

    Apr 29, 2019

What’s Behind the REIT Rebound?

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Real estate investment trusts (REITs) are off to a strong start in 2019, with the Morningstar U.S. REIT Index up more than...

    Apr 24, 2019

Mixed Signals

by: ; Mark Lacuesta, FRM, CAIA, CIPM

March market breadth was positive across multiple asset classes. U.S. Equities were positive with the S&P 500 Index returning...