Market View

Our point of view in current investment topics, from the conclusions of our research to hot market trends.

13.04.2016 | Investment newsletter

Bearings December 2015

Unhealthy Attachments

Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth? Some people treat investment the same way.

Behavioral economists have a name for this tendency of people and...

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13.04.2016 | Investment newsletter

Bearings November 2015

Which hat are you wearing?

Most of us have multiple roles – as business owners, professionals, workers, consumers, citizens, students, parents and investors. So our views of the world can differ according to whatever hat...

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13.04.2016 | Investment newsletter

Bearings October 2015

Should you sell after a correction?

Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points –...

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13.04.2016 | Quarterly report

Quarterly Market Report Q3 2015

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

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13.04.2016 | Investment newsletter

Bearings September 2015

Patience worth its weight in gold

Global markets are providing investors a rough ride at the moment, as the focus turns to China’s economic outlook. But while falling markets can be worrisome, maintaining a longer-term perspective makes the volatility easier to handle.

A typical response to unsettling markets is an emotional one...

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13.04.2016 | Investment newsletter

Bearings August 2015

Six of one, half a dozen of the other

Many investors, including retirees, rely on their investment portfolio to fund their cash needs. This need can be approached in one of two ways.

The first approach looks primarily to interest and/or dividends from securities to fund cash flow needs....

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13.04.2016 | Investment newsletter

Bearings July 2015

The Role of the Advisor

What is a financial advisor for? One view is that advisors have unique insights into market direction that give their clients an advantage. But of the many roles a professional advisor should play, soothsayer is not one of them.

The truth is that no...

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13.04.2016 | Quarterly report

Quarterly Market Report Q2 2015

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

Download

Read more >

12.04.2016 | Investment newsletter

Bearings June 2015

The All-Terrain Portfolio

Owners of all-purpose motor vehicles often appreciate their cars most when they leave smooth city freeways for rough gravel country roads. In investment, highly ...

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12.04.2016 | Investment newsletter

Bearings May 2015

Masterchef Investing

In the popular TV program MasterChef, contestants face a series of cooking challenges. From low quality ingredients to inadequate...

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