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What’s in a Phrase: Slogans Show Us How Human Behavior Influences Investment Decisions
Ballentine Partners
The stock market abounds with colorful sayings that reflect the collective wisdom of decades of investment experience. For professional investors, these time-worn adages are reminders of sometimes-
Portfolio Optimization Theory Versus Practice
Ballentine Partners
Nearly all investment professionals rely upon portfolio optimization techniques grounded in Modern Portfolio Theory to structure investment portfolios for individual investors. Using statistical
2017 FOX Global Investment Survey Highlights
One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX Private Investor Center™ President, Kristi Kuechler joined us as she provided
The Future of Healthcare
David K. Song and Rolando Morillo, Rockefeller & Co.
In the healthcare industry, a multitude of factors have driven a transition from a fee-for-service model toward a fee-for-value approach, which emphasizes the quality and outcome of care delivered.
Global Foresight 2017 Q2: Character Limits
Rockefeller & Co.
With President Trump often communicating policy via Twitter, investors are once again finding messaging can be costly—one mere tweet from Trump blasting the pricing of an F-35 fighter jet
Investment Insights Quarterly Strategy Letter 2017 Q1
Bank of the West
The optimism and market strength seen in 2016 continued into the first quarter of this year with equity markets showing notable advances. International stocks showed their promise in the first three
Behavioral Finance: Overcoming Your Natural Instincts to Outsmart Your Lizard Brain
Carol M. Schleif, Abbot Downing
Traditional economic theory teaches that humans will make rational decisions when presented with all the facts and appropriate alternatives. Research shows, however, that in many instances investors
Crude Oil Comeback
Doug Eiden and Thomas Raymond, Abbot Downing
After falling from over $100 a barrel to its low point of $26 in February 2016, prices for crude oil have now risen to about $50 a barrel. While that’s nearly a 100 percent increase, oil is
Market Commentary 2017 Q1 – Asset Allocation Versus Stock Picking
North Sky Capital
Assuming funds of funds offer nothing in return—or that you get less than you pay for—is a mistake for a surprisingly broad group of investors. That perspective becomes clearer when
Digital Currencies: International Actions and Regulations
Perkins Coie, LLP
Legal developments in digital currencies, including bitcoin, emerge almost on a daily basis across the global landscape. While in Argentina virtual currencies are not legal tender under the country