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Month: September 2019

Sep 17
2019

Taking a low volatility approach to uncertain markets

After experiencing uncharacteristically low volatility in equity markets for a number of years, investors have felt the uptick in volatility more recently. The CBOE Volatility Index (VIX) is an indicator

Sep 14
2019

Portion control isn’t just for meal time

Late last summer, I returned to New York after two weeks at the Delaware Shore. Oddly, I felt horrible. I was at the highest weight of my life, with sluggish

Sep 11
2019

False narratives: The myth of ‘superior’ emerging market growth

Many investors operate under the assumption that emerging markets (EM) equities can generate superior returns simply because EM countries generate higher rates of economic growth than the developed world does.

Sep 08
2019

Caught between uncertainty and easy money

Stock prices have spent August caught in a tug-of-war. On one side: increasingly accommodative central banks and easier financial conditions. On the other side of the rope: rising economic uncertainty

Sep 02
2019

The pros and cons of currency hedging

The currency conundrum continues. With the dollar maintaining its strength versus other currencies, the question of whether to hedge that currency effect remains an important one for U.S. investors considering