Why You Need to Care About This Amazon Deal

June 16, 2017

I was speaking to someone early this morning. Their exact words were “no big headlines on my phone this morning…that’s unusual”. Of course, they were referring more too political headlines, but the point was taken. Then the Amazon/Whole Foods deal hit the tape. By in large it was a surprise to see and exciting. Amazon…

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How To Tell If A Smart Beta Trade Is Crowded?

June 2, 2017

Featured in ETF.com May 23, 2017 With smart beta and factor strategies growing in popularity, getting in and out of them has become a real concern for today’s investors. Are they getting too crowded? How long is too long to be in a strategy? Can I bet against these factors and make money? Deepika Sharma,…

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Investing: Put First Things First

April 13, 2017

At Astor we often say that we focus our attention on the most important question: asset allocation.  For the typical US investor that means primarily the ratio of equities to fixed income and secondarily allocations to diversifying assets to smooth the portfolio returns.  Once you have decided these broad allocations your ultimate returns are –…

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This time we mean it – Janet Yellen reviews and previews monetary policy

March 13, 2017

One of the problems in this business is picking the few relevant pieces of information out of the endless stream of financial news, opinion and speculation.  Like a prospectors looking for a slightly shinier flake of stone among the silt in our pans we occasionally pick out promising pieces we think have not gotten enough…

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February Quick Read on the US Economy

February 14, 2017

I interpreted last few month’s economic releases as showing somewhat stronger economic growth in the US.  Our latest reading for the Astor Economic Index® (“AEI”) is higher over the month and has been moving steadily higher since the election to its highest level in about 18 months.  I still see the US as currently growing…

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Prediction 2017: The End of the “Great Experiment of the Managed Economy”

January 26, 2017

As we look ahead to what 2017 may hold, I’m predicting the end of  what I call “the great experiment”—the managed economy that has dominated the fiscal and economic landscape for nearly ten years. The reason, as we state in the Astor Outlook 2017 Report, is not political. Rather, it’s time! Given where we are…

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The Astor Pulse: How To Talk to your Clients about….

January 18, 2017

How to Talk to Your Clients About …. Dynamic Asset Allocation For many investors, the phrase “asset allocation” brings to mind the traditional 60/40 split between stocks and bonds. In today’s low-return market environment, however, the standard 60/40 asset allocation may not suffice.  At Astor, we believe the solution for investors is to include dynamic…

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An Active Approach to Diversify Fixed Income Portfolios

December 19, 2016

“Active” may not be the approach that immediately comes to mind in income investing. But as the fixed income markets have reminded us recently, taking an active approach can be key to both controlling risk and capturing yield. Click here to learn more about Astor’s Active Income Strategy Consider the recent move in the 10-year…

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The Fed and the Economy – What’s Next?

December 13, 2016

Navigating the low-return environment has been one of the top concerns for fixed income investors throughout 2016. Consider the fact that 35% of the global treasury market (as of this writing) is trading at negative nominal yields, which begs the question: Why are interest rates so low? Read below to find out why…. or watch…

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Is This Really a “Trump” Rally?

December 13, 2016

The latest market surge, as the Dow powers toward 20,000, is being called the “Trump stock market rally.” But as an economist and a realist, I have to question whether stocks would rally this much just on hope and expectations for a new administration, without the help of some other catalyst. Granted, since the election,…

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