Evaluating Emerging Market Funds with YCharts

All advisors seek to maximize their clients’ returns, but emerging market funds may feel like uncharted waters when looking to boost a portfolio’s performance. Bigger risks can lead to bigger rewards, and emerging economies’ pace of growth and market inefficiencies offer potential for higher returns. These inefficiencies are due to a lack of analyst coverage, … Continued

Free Guide: How Do Presidential Elections Impact the Stock Market?

Are you or your clients wondering how U.S. presidential elections affect their investments? Every four years, uncertainty about the next president and their policies leads to further uncertainty for advisors and their clients. To help advisors understand the true impact of elections on the market, and effectively pass insights onto their clients, we studied every … Continued

Can Active Management Still Add Alpha?

A unique approach to the age-old active versus passive management debate. Executive Summary Selecting the correct asset class tilt is ~10X as important as deciding whether to invest in Active vs. Passive Funds. (TABLE 1) Actively managed funds outperform passively managed funds by ~2 percentage points per annum, on average. (TABLE 2) Over the last … Continued