Powering Through the Small Cap Bear Market, Expecting Strong Fundamentals to Ultimately Prevail
From Calamos: “A valuation re-rating lower without a lot of teeth behind it.”
A Multi-Year Value Cycle Beckons
From Wisdom Tree: It’s possible a new value cycle commenced in November 2021, reversing 14 years of woeful underperformance relative to growth.
The Investment Case for Corporate Diversity
From Calamos: If you’d like a long, involved explanation of how Calamos Phineus Long/Short Fund (CPLIX) contributes to a portfolio, we’re happy to oblige.
Can Your Long/Short Fund Do This? 3 Ways CPLIX Can Make a Difference in a Portfolio
From Calamos: If you’d like a long, involved explanation of how CPLIX contributes to a portfolio, we’re happy to oblige.
The Inflationary Shock of the Russia-Ukraine Crisis
From Franklin Templeton: Russia’s invasion of Ukraine has already caused a tragic human toll. It also brings yet another disruptive shock to a global economy.
7 Things to Do in the Decade Before Retirement
From Franklin Templeton: Like a runner in a long-distance race, you’ve worked hard over many years to prepare for retirement.
Magnifi Survey Finds More Than Half of Americans Not on Track to Achieve Financial Goals This Year
Magnifi shares five year-end tips to help Americans make the most of their investments.
Accessing Real Estate Exposure Through Private Credit
In times of market volatility, some investors look toward real estate as a safe haven for their capital as well as protection against inflation. Owning real estate has many potential benefits, however, not all investors have the financial flexibility to have their money locked up for 10-plus years. Private credit offers these investors exposure to […]
A Conversation with Procure: Why Natural Disaster Recovery Should be Included in Your Portfolio
Recently, there has been an abundance of worldwide natural disasters including hurricanes in Puerto Rico, Cuba, Florida, and Canada, earthquakes in Mexico, wildfires in California, heavy storms and flooding in Alaska and Pakistan, a typhoon in Japan and heat waves in the US and Middle East. With natural disasters forecasted to increase in magnitude and […]
4 Types of Private Credit Advisors Should Know
Are you familiar with the types of Private Credit that may have the greatest potential to enhance your client portfolios? Private Credit as an asset class may be an attractive option for sophisticated investors who are looking to add diversification while also protecting their principal in volatile markets. However, there are many different kinds of […]