Benchmark Review

Benchmark Review, April 2014

May 11, 2014


U.S. equities were mixed in April as large caps advanced modestly while small and mid caps declined. (S&P 500 +0.74%, S&P…

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Navigator Insights

Unconstrained Versus Nontraditional Bond Funds

May 5, 2014


What’s the Difference and Which One Is Best for My Client? With yields hovering around historic lows, a rise in rates…

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Press Release

Alceda and Clark Capital Launch Tactical Fixed Income Fund

May 1, 2014


UCITS vehicle initially launched for investors in Latin America Luxembourg, 20 May 2014 – Alceda Fund Management S.A. (“Alceda”) announces that…

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Fixed Income Total Return Commentary

1Q 2014 — Credit Dominates Again

April 24, 2014


Executive Summary A Good Quarter for Fixed Income: Fixed income benefitted as equities stalled, and credit conditions have remained firm in…

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ADR/International Equity Commentary

1Q 2014 — ADR/International Equity Steady

April 22, 2014


Executive Summary Opportunity in Quality: As of March 31, 2014, the highest quality companies are now trading two standard deviations below…

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U.S. SMID Cap Commentary

1Q 2014 — SMID’s Long-term Overnight Success!

April 22, 2014


Executive Summary Opportunity in Quality: As of March 31, 2014, the highest quality companies are now trading two standard deviations below…

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Taxable and Tax Free Fixed Income Commentary

1Q 2014 — You Can Make Money in Bonds? Who Knew?

April 22, 2014


Executive Summary A surprise to the upside in Q1: The bond market did exactly what it is supposed to do –…

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U.S. Small Cap Commentary

1Q 2014 — Small Cap Almost Even

April 22, 2014


Executive Summary Opportunity in Quality: As of March 31, 2014, the highest quality companies are now trading two standard deviations below…

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Global ETF Commentary

1Q 2014 — Stuck in the Mud

April 22, 2014


Executive Summary First Quarter Drivers of the Market: Consolidation of 2013 market gains, geopolitical concerns about Russia, Fed policy and leadership…

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Global ETF Hedged Commentary

4Q 2013 — Stuck in the Mud

April 22, 2014


Executive Summary First Quarter Drivers of the Market: Consolidation of 2013 market gains, geopolitical concerns about Russia, Fed policy and leadership…

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