Information on market developments and trends across the investment landscape.

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Alternative Investing: When a Hedge Is More than Just a Small Tree

by Joan Alexandre

Investment Analyst, Investment Management Research Group at 1st Global

As exists with the equity and fixed-income universe, there are many options when considering alternative investments: from venture capital to fine art. However, within capital markets’ murky corners, hedge funds have the most name recognition. These much maligned and often misunderstood instruments can be solid additions to the traditional stock and bond portfolio. The key…

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Artificial Intelligence Meets the Investment Markets

by Rick Spencer, CFA

Fixed Income Trader

An investment decision has always been a wager that one has more knowledge and better insight into an investment opportunity than the next person. From the beginning of investable markets, this has been the case — the investor with his or her investment process and biases against other humans with their own unique criteria and…

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Midyear Outlook: A Rising Tide

by Joan Alexandre

Investment Analyst, Investment Management Research Group at 1st Global

The adage “a rising tide lifts all the boats” was introduced to the American lexicon with President John F. Kennedy’s 1963 dedication of the Greers Ferry Dam in Heber Springs, Arkansas. “This State…has a million cars…They were built in Detroit. As this State’s income rises, so does the income of Michigan. As the income of…

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The Principles, Perks and Pitfalls of IRAs

by Christopher Ricci, CFP®

Financial Advisor, Briggs Advisory Group

Whether you’re nearing the end of your career or just entering into the workforce, it’s imperative that you are properly investing your money in your future by saving for retirement. Unfortunately, not all Americans are putting this important principle into practice — only about one-third of workers are saving in 401(k)s or other tax-deferred retirement…

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Investment Shock Absorbers

by Jim Parker

Dimensional

Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions. In a motor vehicle, the suspension system keeps the tires in contact with the road and provides a smooth ride…

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Exploring the Internet of Things

by Jose Zepeda

IMS Trader, 1st Global

The evolution of technology has increased our ability to store and analyze seemingly meaningless information in ways that increase productivity and expand our knowledge of the world around us. Technology has also provided business leaders with the ability to paint more effective ways forward by using predictive models. This desire for companies to find use…

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Fixed-Income Strategies for a Rising-Rate Environment

by Rick Spencer, CFA

Fixed Income Trader

Interest rates have begun to trend higher after bottoming in July 2016. After reaching a low of 1.36 percent last year, the 10-year Treasury yield recently hit 2.6 percent and currently rests at a 2.56-percent yield, as of March 8, 2017. Higher interest rates have benefited bond buyers with higher starting yields but will become…

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Look for Opportunities, Not Necessarily Perfect Timing

by Moises Ospina

Senior Advisor, Capital Markets

Success in investing is about identifying opportunities rather than timing the markets. The Dow Jones recently crossed the 20,000 level, which was exciting news for investors and others in the financial services industry. At the end of the day, however, this is just a number — the underlying factors and valuations will determine where we…

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Navigating the New Normal: Fixed-Income Investing in a World of Mounting Risks

by John Hancock Investments

In today’s fixed-income environment, where anemic yields have become the norm, investors everywhere are facing similar challenges. Whether seeking incremental returns, helping to protect against rising interest rates or diversifying away from domestic bond markets, investors are struggling with how to best design their fixed-income portfolios to achieve their financial goals. Traditional domestic fixed-income strategies…

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Asset Allocation 101

by Martin Landry CFA, CFP®, CAIA, CIMA®, CIPM, AIF®

Manager IMRG, Senior Portfolio Manager, 1st Global

Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks from U.S. and foreign companies, bonds from governments and corporations, and cash or money-market funds. Determining which mix of assets to hold in your investment portfolio is a very personal process and depends on how long you plan to invest, what…

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