07.27.15
Embrace, Don't Fear, Illiquid Asset ETFs
Our research suggests that while many are fearful of the unknown, investors should embrace, not fear, illiquid asset ETFs.
07.27.15
Embrace, Don't Fear, Illiquid Asset ETFs
Our research suggests that while many are fearful of the unknown, investors should embrace, not fear, illiquid asset ETFs.
07.13.15
The Black Widow Returns
High dividend yield can be like a black widow; Alluring and irresistible, but ultimately quite risky. See why.
06.10.15
Global investing is changing
The global investing landscape is changing and your portfolio should as well. A strong US dollar can have significant consequences for US dollar-based investors' foreign exposure and now is the time to consider the impact currency can have in a global portfolio.
05.28.15
Rich Bernstein on BNN
The Bull market entering sixth inning: Bernstein
05.11.15
ETF Report- Hype or High Yield?
ETF.com's Cinthia Murphy sits down with Rich to discuss what is truly driving the markets.
05.11.15
Time to look at South Korea
The continued deflation of the global credit bubble has led to widespread overcapacity which is forcing countries to fight for market share. South Korean stocks might benefit from this developing and important secular backdrop.
04.7.15
Valuation Normal for Mid-Cycle Period
While not as headline-catching as some of the doom and gloom market predictions currently circulating, our indicators suggest that the equity markets are fairly valued and are in the midst of a mid-cycle environment.
03.9.15
The Dollar isn’t the Peso anymore (Part II)
The US dollar rally is in its seventh year and we expect this trend to continue. Many observers, including the Fed, continue to worry about inflation. However, we think a strong USD and disinflation/deflation seem more likely than inflation so long as global overcapacity forces nations to fight for market share and depreciate their currencies.