WRAP Funds Report – December 2016
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
Read MoreInvestment Fund Ranking Report – December 2016
Each month, we analyze nearly 2000 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe based on a number of key risk / reward metrics. You can download our December 2016 Investment Fund Ranking Report here.
Read MoreTop Funds Report – December 2016
Download a PDF Copy of this report Equity Markets Surprise with strong 2016 Outlook for 2017 more challenging with new President and likely Fed moves… To say that 2016 was an interesting year, would be a bit of an understatement. It was a year that gave us Brexit, the death of a number of beloved celebrities, the election of a celebrity President in the U.S., a hike in U.S....
Read MoreNovember 2016 Portfolio Review
With Trump’s surprising election win, North American equity markets have been on a tear, with the U.S. markets hitting new highs, and the Dow Jones Industrial Average flirting with the 20,000 mark. European and emerging markets have not fared as well, with Europe losing ground on internal issues, and emerging markets selling off on fears that a new protectionist U.S. regime will hurt the region’s growth prospects.
While equity markets have celebrated, fixed income markets have not. With worries that Trump policies will spur inflation and economic growth, bonds, both in the U.S. and here at home have sold off, pushing yields higher.
Read MoreSocially Responsible Investing Report – November 2016
With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the November 2016...
Read More