Innovation in manufacturing is critical to global growth and development. Investing in companies in the areas of electrical equipment, industrial machinery, and distribution will help these companies contribute to the advancement of the global standard of living, while benefiting investors, shareholders, and clients.
Master limited partnerships represent a niche asset class that is gaining attention for its attractive yield potential, historically low correlation to other asset classes, and potential tax benefits. Strong industry fundamentals, attractive valuations, and above-average dividend yields provide a compelling entry point for investors looking at MLPs...
Investors and advisors focused on wealth growth and preservation may see environment, social, and governance/socially responsible investing as taxing a portfolio's performance. This paper offers a framework with associated metrics for assessing ESG/SRI integration into the portfolio with the same rigor and discipline used in all other fiduciary dec...
This paper offers a practical look at how an individual or family might plot a successful road map that aligns and grows with their unique abilities, needs, and personality. The authors detail the steps in a philanthropic asset allocation process involving fact-finding, planning, and continuing assessment as seen through the eyes of three hypotheti...
An attorney/entrepreneur makes the case for investing in commercial claims. Investors in this specialty finance sector supply capital to companies to pursue their claims and hedge the risk of loss and, in return, receive a percentage of the claim proceeds.
Master Limited Partnerships (MLPs) offer a unique combination of liquidity and cash flow to investors while serving as preferred access vehicles to capital markets. MLPs trade on major exchanges, like most publicly traded corporations. As partnerships, they avoid corporate income tax at the entity level, affording them a distinct cost of capital ad...
For wealthy families, 529s may not be the optimal way to save and pay for education. Altair's Rebekah Kohmescher explains in this Worth magazine article.
Altair's Jason Laurie details the dangers (and common practice) of chasing higher-yield investments in this Worth magazine article.
This article, originally published in Worth magazine, looks at some do's and don'ts for increasing cash flow in today's low-interest rate environment.
Ultra-short-duration bond funds seek to improve on the strategy underlying money market funds. By holding a variety of fixed income instruments with very short average durations in a fund structure, investors may be able to achieve higher yields from the current market environment than they typically could in a money market fund, albeit with little...
A study by Morningstar for the decade beginning in 2000 suggests that average investors underperformed the mutual funds they invested in by 1.5 percent per year due to investing near highs and exiting near lows. The fear of making a mistake is especially heightened in those who retire or sell a business. They are faced with investing the majority o...
History shows a number of scenarios could lead to significant losses for bond investors. Based on an examination of fixed-income markets since 1919, researchers found that even the most gradual rate increase scenario models an annualized return expectation of 0 percent for almost six years.
This issue of Eton's Investment Outlook explores the concept of confidence level, using the familiar example of airline travel to illustrate our need for higher confidence levels in certain activities than in others. An investor’s level of confidence, both desired and actual, is a key driver in the Goals-Based Investing framework. This article desc...
Dividends have taken a back seat in recent years, but historically have represented 40% of large cap equity market total returns. In some periods, dividend income was the only return to equity investors. Higher yielding equities provide strong current income plus the opportunity for appreciation without being eroded by future inflation. The Relativ...
This paper explores the concept of Volatility harvesting (using Volatility as an asset within your portfolio), or the extra growth generated from systematically diversifying and rebalancing.