

Why Warren Buffett Doesn't Rate The "Good Karma" Fund
One of the great ironies of modern asset management is the way Warren Buffett is beloved by Berkshire Hathaway shareholders and casual market participants and yet his company fails to qualify for inclusion in most portfolios that celebrate efforts to create long-term value for investors and the world around them.
It's Time To Ask Your Clients About China Screens
Over the past decade, China has evolved from a fringe emerging market best captured via extraterritorial proxies like Hong Kong to a hub of the global investment universe.
Today, your clients probably have significant exposure to Mainland China whether they know it or not. The important thing is making sure they are comfortable with what they have and, if so, tailoring their holdings to support better outcomes.
COVID Accelerates High-Tech Disruption: Are Your Clients In The Hot Spots?
This is clearly an inflection point. Global society remains in the grip of a once-a-century health crisis and an economic recession Federal Reserve Chairman Jerome Powell calls "the worst in our lifetime."
And yet the NASDAQ Composite, loaded with the biggest technology stocks, is deep in record territory. A casual observer focused exclusively on this end of the market would likely be surprised to hear the early pandemic shocks had even occurred.
Take Another Look At Enhanced And Absolute Income
A lot of investors simply want to lock in a reasonable level of income to fund their lifestyle needs. That's a real challenge right now.
Even 30-year Treasury yields are barely keeping up with the core CPI and the Fed remains committed to making sure they stay there. Locking in the income the bond market currently provides seems like a precarious long-term proposition.