The Case for Active Investing Today
https://youtu.be/QXWOYjyaMUE?si=lStE3Huzng59oj7M The S&P 500 is as expensive as it has been in years, with a few mega-cap stocks driving much of the gains. In this video, we explain why this creates a strong setup for active investors. By taking a selective approach, investors can uncover opportunities that passive strategies may miss and potentially protect returns […]
Looking Forward – Emerging Markets
https://youtu.be/_YTZyrpPI-s Do you drive your car by looking through the rearview mirror? Of course not, but this is a common approach by investors. They make the mistake of investing based on recent performance (Recency Bias). In this update, we discuss a forward-looking approach and why Emerging Market stocks could be a fit in your portfolio. […]
Maximizing Returns: How Active Investing in Bonds Triumphs Over Passive Strategies
Welcome to the elaborate world of bond investments, where strategic decisions define future returns. At the core of bond investment strategies lies the iShares Core U.S. Aggregate Bond ETF, commonly referred to as the Agg. This ETF forms the foundation of passive bond investing, mirroring the vast landscape of the US investment grade bond market. […]
Invest Looking Forward, Not in the “Rear-view” Mirror
https://youtu.be/VLN3fVpOTvA Should you drive your car looking through your windshield or your rear-view mirror? Obviously, it is looking forward through your windshield and not backward. The same thing is true with investing. In this market update, we demonstrate why it is dangerous to invest based on past performance.
THOR’s Disciplined Approach – Update
https://youtu.be/1cKW8JN4qvQ 2022 is proving to be a difficult year for both stocks and bonds. In this update, Jim talks about THOR’s disciplined investment approach and how it is weathering the storm effectively this year. Being disciplined is key to long-term investment results. Watch our update to learn more about how THOR is staying disciplined in […]
Active vs. Passive II: US and International Stocks
https://youtu.be/n1rbdiIY4Dk Is it better to have active management than passive management (index funds)? It depends. In our previous video on the topic of active vs. passive management, we discussed some of the differences when investing in fixed income. This video highlights why we like active management (over index funds) in US and International equity markets […]
Active vs. Passive Investing
https://youtu.be/E76c31A2LiY The debate of active management vs. passive management has been around for a long time. We believe the answer depends on what strategy you are investing in and what area you are investing in. Actively managed US large company growth funds have a more difficult time outperforming passive index funds because the universe of […]
A Case For Active Management In Emerging Markets
https://youtu.be/WDxPigInoiE Emerging markets should outperform US stocks over the next several years due to a falling US dollar (https://youtu.be/U_wJ9mFkmc4) and because they are selling at a discount compared to US stocks (https://youtu.be/jzsJE9iPM38). Since most emerging markets have a larger retail investor base, professional management can take advantage of opportunities that arise from retail investors becoming […]