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Investing

Investing blogs capture how we think about the latest market moves, what we think the biggest trends of the future will be, and what you should expect from different types of investment options. These blogs are a combination of education and our professional opinion.

6 09, 2016

Negative Interest Rates: Not that Mysterious

By |2020-04-27T17:19:49+00:00September 6th, 2016|Economics, Investing|Comments Off on Negative Interest Rates: Not that Mysterious

Not that long ago, most economists would have probably argued that it's impossible for a bond or other interest-paying asset to sell at a negative yield. After all, why on earth would you lend somebody money with the explicit understanding that they will give you back less than you started with? [...]

22 08, 2016

The World’s Money is Being Managed by People with Completely Unrealistic Expectations

By |2020-04-27T17:19:49+00:00August 22nd, 2016|Economics, Investing|Comments Off on The World’s Money is Being Managed by People with Completely Unrealistic Expectations

State Street recently published a survey of the return expectations and strategies being used by institutional investors around the world (h/t Flirting with Models). The respondents were a sample of over 400 money managers representing pension funds, insurance companies, foundations, endowments, and other major pools of institutional wealth. Though the [...]

9 08, 2016

Postmodern Finance Part 6: Don’t Bet Your Life On It

By |2020-04-27T17:19:49+00:00August 9th, 2016|Investing, Postmodern Finance|Comments Off on Postmodern Finance Part 6: Don’t Bet Your Life On It

In this series, I have been arguing that differences between investors - such as the differences in their willingness to use leverage, their susceptibility to biases, and their tax statuses - lead to implications that go beyond the cookie-cutter personal finance advice that has become all but omnipresent today. Increasingly, [...]

20 06, 2016

Does the Stock Market Take a Summer Break?

By |2020-04-27T17:19:49+00:00June 20th, 2016|Economics, Investing|Comments Off on Does the Stock Market Take a Summer Break?

This week, I'm going to be taking a little summer vacation and go camping. As a result, our trading activity over the next several days is likely to be lower than usual. And of course I'm not the only one; this summer other financial advisors, broker-dealers, hedge fund managers, and [...]

31 05, 2016

Do Index Funds Make it Easier to Beat the Market?

By |2020-04-27T17:19:49+00:00May 31st, 2016|Investing|Comments Off on Do Index Funds Make it Easier to Beat the Market?

I want to take a break from my Postmodern Finance series to talk about a different series of posts I came across recently on the topic of index funds and market efficiency. The anonymous author of Philosophical Economics (who I'll refer to as Phil) recently wrote several posts which explore, [...]

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