Category: Sleeve Management
-
-
Introduction Call with CAIS
We have asked CAIS to sit down with us to discuss their alternative platform. The CAIS platform harnesses the power of the diverse, independent wealth community to provide financial advisors access to alternative investment funds and products at institutional terms and conditions. CAIS provides access to an evolving menu of alternative investment strategies, helping financial advisors to capitalize on opportunities and/or…
-
-
Lunch and Learn with Auour Investments
We have asked Auour Investments to sit down with us and talk about their active blend offering that leverages their success in protecting against market turmoil. About Auour Investments: Auour Investments offers tactical asset allocations strategies that aim to mitigate market downturns without sacrificing upside potential. The firm has been recognized as a leader and…
-
-
Large Cap Growth and International Growth SMAs
We have asked ClearBridge Investments to sit down with us to provide an update on portfolio positioning and their outlook as it relates to the Large Cap Growth and International Growth ADR SMAs available on the Axxcess Platform. About ClearBridge: ClearBridge Investments is a leading global equity manager committed to delivering long-term results through active management. We have followed this…
-
Are Inverted Yield Curves Signaling a Recession or a Deflationary Boom?
July 8, 2019|by Catherine Wood, ARK Invest CEO|Market InsightsTags:Yield Curve Now that yield curves are inverting, investors seem to be bracing for bad news. In the last 100 years, inverted yield curves have foreshadowed recessions within roughly a year, as indicated by the below data points. Based on the 50 Years Ended 1929, We Believe…
-
Monthly DRIV Update
Our early estimate is that DRIV Core returned +1.87% in June and is up approximately +6.63% YTD. Below is a brief synopsis of DRIV’s positioning. Bottom line: We held our defensive positioning for the month. Equities ramped after the steep May sell-off. Macro conditions continue to worsen with regional PMI’s at near their worst levels…
-
GRIFFIN INSTITUTIONAL ACCESS REAL ESTATE FUND ANNOUNCES SECOND QUARTER DISTRIBUTION
El Segundo, California (June 21, 2019) – Griffin Capital Company, LLC announced today on behalf of Griffin Institutional Access Real Estate Fund (NASDAQ: GIREX, GCREX, GRIFX, GLREX, GMREX) the second quarter distribution of $0.361 for Class A, $0.351 for Class C, $0.365 for Class I, $0.360 for Class L, and $0.357 for Class M, or a…
-
ON MY MIND: US FED IN TOUGH SPOT AS MARKET CLAMORS FOR RATE CUTS
The US Federal Reserve kept interest rates steady at its June meeting; it emphasized its data-driven approach to policy decisions but noted it believes the case for lower interest rates to be strengthening. Franklin Templeton Fixed Income CIO Sonal Desai offers her take on the meeting, and why the Fed might actually be exacerbating market volatility ahead.…
-
RPM INTERNATIONAL: WHERE OPPORTUNITY MEETS PREPARATION
At Diamond Hill, analysts pride themselves on developing deep industry knowledge, allowing us to act with conviction when an attractive, long-term investment opportunity presents itself. We believe this was the case with RPM International, a long investment we made in early 2018. Previously, I have written favorably about the coatings industry, as the industry’s main…
-
Long-Term is Longer Than You Think
Investment time horizon is a critical concept in building wealth. Most investors have very long investment time horizons, typically decades or more. Investment managers also require long time horizons to deliver on their investment thesis. Finally, stock market volatility diminishes substantially over time, with a 75% decrease in variability for 10 years versus one year.…