With interest rates shifting higher, investors are worried about the rising cost of debt on earnings.
But how much earnings power would corporations lose if forced to pay current market rates on their debt?
@Jesse_Livermore & @FactorInvestor find out:
canvas.osam.com/Commentary/Blo…
Introducing 'The Quarterly', where @FactorInvestor breaks down the forces moving markets each quarter.
The theme for Q3? Fundamental Instability.
• Earnings have dipped but remain intact.
• The economy is digesting higher rates.
• Employment is tight but loosening.
•…
We are excited to bring Canvas to the Janney advisor network to help further client relationships through differentiated tax management and customization.
franklintempleton.com/press-releases…
Join us at @investmentnews’ RIA Lab on Direct Indexing tomorrow!
Our very own Laura Foster will be speaking about Canvas and the power of Custom Indexing. Register below!
bit.ly/INRIALAB2#INRIALABS
Join us at @investmentnews’ RIA Lab on Direct Indexing tomorrow!
Our very own Laura Foster will be speaking about Canvas and the power of Custom Indexing. Register below!
bit.ly/INRIALAB2#INRIALABS
In case you missed it, @InvestorAmnesia recently went on BloombergTV to talk about our Canvas platform and the benefits of Custom Indexing.
Watch below!
bloomberg.com/news/videos/20…
Volatile markets are rarely the right time for action, but tax loss harvesting is a notable exception.
Our opportunistic approach has added more than 2% to the average Canvas account's after-tax returns this year.
canvas.osam.com/Commentary/Blo…
New piece from @InvestorAmnesia on the importance of fundamentals, and how Multiple Expansion has driven market returns in recent years.
Interesting article comparing the last decade to historical trends.
Give it a read!
canvas.osam.com/Commentary/Blo…
Managing through market volatility is hard. Dividend growers can help tamp down the "noise" and generate income along the way.
Check out our recent piece on how they've done historically and in 2022.
canvas.osam.com/Commentary/Blo…
In our latest piece, we highlight four key themes that should be top of mind as we navigate the twists and turns of the current market environment.
canvas.osam.com/Commentary/Blo…
New piece: we highlight a few factor trends that have emerged within the current bear market and what this means for portfolios.
Stay tuned as tomorrow we’ll share how these factor trends and the macro environment are shaping the road ahead.
canvas.osam.com/Commentary/Blo…
ETFs vs. Custom Indexes. New from @InvestorAmnesia.
ETFs have clear advantages over Mutual Funds, but this is an outdated benchmark.
As new technology unlocks advanced portfolio management capabilities, advisors should focus on what ETFs *cannot* do...
canvas.osam.com/Commentary/Blo…
We’ve spent significant time working with Canvas partners to develop what we feel is a cutting-edge ESG investing offering.
Read more about our latest product enhancement. 👀
osam.com/pdfs/Canvas_Ex…
183K Followers 429 FollowingHelping people build wealth since 2017. Author of Just Keep Buying (https://t.co/q98gHouElD) & The Wealth Ladder (https://t.co/UUf1a8ZLTO)
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45K Followers 993 FollowingI am the founder and CIO of Verdad Advisers and author of The Humble Investor. Views are my own. Join our email list: https://t.co/QMgjwSLMeW
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183K Followers 429 FollowingHelping people build wealth since 2017. Author of Just Keep Buying (https://t.co/q98gHouElD) & The Wealth Ladder (https://t.co/UUf1a8ZLTO)
67K Followers 2K FollowingPM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).
204K Followers 5K FollowingCo-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
45K Followers 993 FollowingI am the founder and CIO of Verdad Advisers and author of The Humble Investor. Views are my own. Join our email list: https://t.co/QMgjwSLMeW
16K Followers 958 FollowingGP/CIO @StarkillerCap a quant driven digital assets investment firm, Founder @Estimize (acq), even I don’t agree today with everything I’ve tweeted