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Whitepapers

Bringing Back Glass-Steagall is a Bad Idea

Richard Cloutier, Jr., CFA, Vice President & Chief Investment Strategist

There are some Republicans and Democrats in Congress who blame the Great Recession of 2008 on the dismantling of Glass-Steagall. The law, repealed in 1999 under President Clinton, had separated commercial and investment banking.

 

A “No-Sin” Option for the High Dividend/Low Beta Strategy

Richard Cloutier, Jr., CFA, Vice President & Chief Investment Strategist

Dividends are an important part of a stock’s total return. In a recent study, Cloutier and Xu (2015) developed a high dividend/low beta strategy by exploiting documented market anomalies.

 

Revisiting an Exposure to Commodities

Richard Cloutier, Jr., CFA, Vice President & Chief Investment Strategist Thomas Nesbitt, CFA, Vice President & Senior Portfolio Manager

We invest in commodities to improve the risk adjusted returns in our portfolios. To gain this exposure we invest in futures contracts rather than the physical commodity.

 


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