April 4, 2016
March 16, 2016
Uncertainty and volatility often lead people to make irrational decisions in the heat of the moment.
As a portfolio manager or financial advisor, you can help your investors navigate troubling times and avoid making rash decisions.
Psychologists recommend various techniques that may help you communicate with your clients more effectively during times of high market volatility. Read our report and use these communication strategies to strengthen your client relationships and build greater trust.
Download the report.
Posted by Dan Sondhelm at 1:36 PM
Morningstar reported estimated
U.S. mutual fund and exchange-traded
fund asset flows for February 2016.
Taxable-bond funds led inflows by category group for the first time since
October 2015, driven by inflows of $12.9
billion to passive taxable-bond offerings.
equity funds sustained outflows again in February, the month's redemptions
of $4.5 billion were much smaller than January's $14.8
billion. International equity, the category-group leader for many
months, saw smaller but still-positive flows in February, mostly to
actively managed funds. Commodities funds experienced a stronger
February than January, with gold driving most of their $6.3 billion
As of the end of February, flows by category group were distributed quite differently than they were 12 months ago, when international-equity funds received the majority of inflows. After the first two months of 2016, flows were almost evenly distributed among category groups—some positive and some negative—but no category has clearly dominated.
To view the complete report, please visit http://www.global.morningstar.com/febflows16.
Posted by Dan Sondhelm at 5:00 AM
March 15, 2016
In the spirt of St. Patrick’s Day, we’re taking a look at some popular investing myths that seem to captivate investors. Often times, investors are distracted by a glitzy, “in the moment” investing tactic that promises the proverbial pot of gold. But, as many asset managers will tell you, these impulsive strategies are more likely to get you a lump of coal.
Posted by Dan Sondhelm at 8:37 AM
March 14, 2016
Recently, SunStar’s Ana Larreta wrote an article which discusses how to address anxious investors during volatile times. Her piece examines the psychology of the nervous investor and some common pitfalls, such as engaging in “cocktail-party investing.” She offers ideas on how to speak to these clients, such as validating their feelings and helping them alter their mindset. You can check out her full article in SunStar’s thought leadership archive.
Ana’s article has also been picked up by IRIS.xyz, a compilation of thought leadership from a variety of industry experts—kudos to Ana! SunStar’s own Dan Sondhelm is a contributor at IRIS. Check out her piece in IRIS.
SunStar works on behalf of our clients to place thought leadership pieces in top industry publications as part of our robust public relations programs. Learn how we can help place your articles by contacting Dan Sondhelm.
Posted by Dan Sondhelm at 8:57 AM