May 15, 2020 Financial Perspectives
Category: Investing » Factors / Premiums
0:58 - Recap of the News this Week
2:14 - Market Results for the Week
3:01 - What Companies Will Do Best Coming Out of the Crisis?
3:40 - Quality and Growth
7:04 - Growth or Value
9:32 - Growth or Value or Something Else?
2:14 - Market Results for the Week
3:01 - What Companies Will Do Best Coming Out of the Crisis?
3:40 - Quality and Growth
7:04 - Growth or Value
9:32 - Growth or Value or Something Else?
March 8, 2021 Financial Perspectives
In 2020 interest rates hit an all-time low, and now interest rates are on the move again. It seems like investors are taking notice. This week, Matt Moklestad looks at interest rates, bonds, and inflation expectations.
$1 Trillion!
Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?
What This Year Reminds Us About Fixed Income
Category: Investing » Asset Allocation
This year has reminded us of the many important roles that fixed income can play in portfolios.
May 22, 2020 Financial Perspectives
0:51 - Recap of the News this Week
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries
High Profit vs Low Profit: The Returns Are In!
Category: Investing » Factors / Premiums
If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren�t these companies less risky?
What This Year Reminds Us About Fixed Income
Category: Investing » Asset Allocation
This year has reminded us of the many important roles that fixed income can play in portfolios.
May 22, 2020 Financial Perspectives
0:51 - Recap of the News this Week
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries
High Profit vs Low Profit: The Returns Are In!
Category: Investing » Factors / Premiums
If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren�t these companies less risky?
Chart of the Month – Nov 2023
How Do Treasuries Lose Money? US Treasury bonds are generally regarded as safe. Sometimes they’re referred to as “risk-free” assets. This is a bit of a misnomer.
Value vs Growth – What does that Mean?
Category: Investing » Factors / Premiums
Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized.
The Seesaw of Finance
Category: Investing » Factors / Premiums
There are parallels between concepts in finance and concepts in physics. Let's take a look.