WM Investment Strategies - EQUITIES/FIXED INCOME SPECIAL REPORT

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NOVEMBER 29, 2018

FIXED INCOME

Howard Marks: Advisors Should Focus on Client Risk

Dan Weil

The co-founder of Oaktree Capital Management on how advisors can stay competitive, the tyranny of benchmarks and why cash is not the best way to de-risk a portfolio.

FULL ARTICLE

EQUITIES

Why Investors Should Stick With 'Buy and Hold'

Barry Ritholtz

Beware of those who claim they have a strategy to capture the upside of market volatility and avoid the downside.

FULL ARTICLE

FIXED INCOME

Inflationary Expectations and Recession Risk

Brad Zigler

They’re related. Sort of.

FULL ARTICLE

EQUITIES

Six Sectors Wall Street Is Watching After The Midterms

Felice Maranz

A split Congress may be good for pharma and banks, less so for tech.

FULL ARTICLE

FIXED INCOME

Meet the Robot Who Knows How to Trade Bonds Better Than You Do

Katie Linsell

AllianceBernstein Holding LP upgraded its virtual assistant Abbie so she can now suggest the best bonds to buy and sell based on pricing, ease-of-trading and risk.

FULL ARTICLE

EQUITIES

Data Points: What Advisors Think About Investment Management

WealthManagement.com Staff

Many advisors still see portfolio construction and asset allocation as a value proposition.

FULL ARTICLE

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