On last week’s “Behind the Markets” podcast, Jeremy Schwartz and Jeremy Seigel spoke with Nir Kaissar, founder of Unison Advisors. The conversation focused on factor investing and the signs that value stocks may soon be in favor.
Despite Q1’s 6.9% growth rate in China, the 2017 target is 6.5%, a touch lower than the 6.7% GDP growth achieved in 2016. With these lower projections, should investors still be optimistic? Vania Pang of ICBC Credit Suisse Asset Management (International) Company Limited’s Capital Markets and Investment Solutions, Index and Quantitative Investment team weighed in.
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With the fourth quarter here and tax season fast approaching, now is an ideal time for advisors to initiate conversations with their clients about tax loss harvesting. Tax loss harvesting is the act of selling a losing position to offset capital gains created by income or the sale of profitable investments.With the fourth quarter here and tax season fast approaching, now is an ideal time for advisors to initiate conversations with their clients about tax loss harvesting. Tax loss harvesting is the act of selling a losing position to offset capital gains created by income or the sale of profitable investments.
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Even though exchange-traded funds (ETFs) have become fairly popular, we’re still somewhat surprised by how often people misunderstand the differences between them and mutual funds.
As their name suggests, exchange-traded funds (ETFs) are investment funds that trade openly on the stock exchange. Although they have become increasingly popular of late, ETFs have actually been around since the late 1970s.
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