Market Updates
Weekly Financial Insights Blog

Active Versus Passive – Understanding the Debate: Part 4 Active Investing

I smiled when I first read the title of the book. Mistakes Were Made (but not by me). I thought of my children “pointing their finger” at one another after something broke. In the grand scheme of things, it wasn’t a big deal. They’re kids, mistakes happen. At the same time, mistakes are only[...]

MORE

Why have the Markets been so Volatile Recently?

by Wendy W. Stojadinovic, CFA Director of Fixed Income Strategy The short answer is that we are experiencing divergence in the trajectory of growth and monetary policy among major economies. U.S., European and Japanese central banks have all been running with easy monetary policies for yea[...]

MORE

Macro Diversification: Investing in an Increasingly Turbulent and Integrated World

Cleary Gull works with global investment professionals on a daily basis. We recently had the opportunity to have Brian D. Singer, CFA, Partner and Head of the Dynamic Allocation Strategies Team with William Blair speak at our Symposium Series on the topic of Macro Diversification: Investing in an In[...]

MORE

Active Versus Passive – Understanding the Debate: Part 3 Active Investments

Last season, the Green Bay Packers started the season 1-2. Some fans panicked, to put it mildly. Conspiracy theories surfaced for why Green Bay’s quarterback Aaron Rodgers didn’t seem to be playing well and most people formed an opinion on who was to blame. It was at this point, following the te[...]

MORE

Erring on the Side of Caution: Federal Open Market Committee Update

by Wendy W. Stojadinovic, CFA Director of Fixed Income Strategy After months of exhaustive debate by market pundits on whether the Federal Open Market Committee (FOMC, the Fed) would raise the federal funds target interest rate last week, the Fed decided to wait. I would have liked the Fed to b[...]

MORE

Active Versus Passive – Understanding the Debate: Part 2 Passive Investing

In this next post, I’m going to focus on passive investments and passive investing. If it looks like I just repeated myself, I didn’t. Passive investments are much different than following a passive investment strategy for portfolio management. As a reminder, a passive investment is a style of m[...]

MORE

Active Versus Passive – Understanding the Debate

“Active is better than passive.” “Passive is better than active.” “Both approaches work.” If you’re not quite sure you understand what those statements mean (or why you should care), don’t worry, you’re not alone. Before I get too far into the discussion, I want to highlight[...]

MORE

The Anticipated Market Correction

The most anticipated market correction in a long time is finally here. It's been over 3 years since the last correction (a decline of 10% or more). The stock market decline that began in emerging markets has begun to move onshore and headlines are indicating the end of the world and reminding us of [...]

MORE

Asset Allocation: Global Markets Considerations

I’m posting a video blog today discussing asset allocation and especially how the global markets affect how we allocate our portfolios.

MORE

Dog Days

This morning, as I was driving in to work, I heard that we are going to break the second longest streak of 80+ degree days today, as the high temperature is expected to be 79 degrees. How long was this streak? 17 days. For many of you reading this in places south and southwest, I am sure you can’t[...]

MORE