In this video for The PMC Spotlight, investment analyst Michael Gebhardt talks about the merits of Small Caps, which performed impressively in 2016, having beaten many of their large cap counterparts.*
In this video for The PMC Spotlight, portfolio manager Ali Caffery talks about how to make an impact with the two key investor groups that stand to benefit significantly from the impending $30 trillion wealth transfer.
In this video for The PMC Spotlight, investment analyst Stephanie Hagglund sheds light on using REITs (real estate investment trusts) in portfolios, particularly within a changing interest rate environment.
In part 2 of this series for The PMC Spotlight, Brooks Friederich, Director of Fund Strategies, explains the methods by which the PMC Research Team evaluates tactical strategies -- including using return data and comparing against "peer groups".
In the first of a two-part series for The PMC Spotlight, Brooks Friederich, Director of Fund Strategies, talks through PMC research findings on tactical strategies including the different types and how each can be implemented in investor portfolios.
In this special animated video for The PMC Spotlight, investment analyst Eric Halverson describes the PMC Research Team's process for uncovering high-conviction "impact" managers — those managers with environmental, social, and governance-related investing mandates.
In this video for The PMC Spotlight, senior investment analyst Cynthia Crandall, CAIA, talks about common mistakes in manager selection, such as focusing too much on performance and fees, and too little on diversification.
In this video for The PMC Spotlight, portfolio manager Tim Murphy talks about the merits of both active and passive management, and how both styles work together within the PMC ActivePassive Portfolios.
In this video for The PMC Spotlight, Tim Clift, Chief Investment Strategist, explains why investors shouldn’t be dismayed when their diversified portfolios can’t keep up with narrow asset class leadership.