Media

Takeaways from Inside ETFs Fixed Income Conference 2017

Posted On: November 13, 2017
By: Jack Gilligan, Director of Research

This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry. Today’s article features Jack Gilligan, Director of Research for ClearRock Capital. We spent two days this month in Newport Beach, California, at the Inside Fixed Income conference. It was a great Read More

Lessons from a Decade of ETF Trading

Posted On: October 5, 2017
By: Mark Eshman, CIO & Jack Gilligan, Director of Research

  This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry. Today’s article features Mark Eshman, chairman and chief investment officer of Sun Valley, Idaho-based ClearRock Capital. As ClearRock was busy celebrating our 10th anniversary this summer, our research and trading Read More

Comfortably Numb:
Why the U.S. Economy Shrugs Off Politics

Posted On: September 7, 2017
By: Greg Ip

Despite threats ranging from North Korea to a government shutdown, the economy has accelerated and markets look buoyant. But complacency about political risk is itself one of the biggest risks the U.S. faces Just how much political risk can the U.S. economy tolerate? Quite a bit, it seems. The federal government could shut down in Read More

GEOPOLITICAL RISK?
DON’T WORRY ABOUT IT.

Posted On: September 1, 2017
By: Mark Eshman

This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry. Today’s article features Mark Eshman, chairman and chief investment officer of Sun Valley, Idaho-based ClearRock Capital. The No. 1 question we’re fielding from clients these days is, “What do you Read More

The 19 Questions to Ask
Your Financial Adviser

Posted On: August 28, 2017
By: Jason Zweig

Getting all stockbrokers, financial planners and insurance agents to act in the best interests of their clients is a struggle that financial firms and their regulators still haven’t resolved. That should be their job — but for now, it’s yours. The obligation of those who give investment advice to serve clients, not themselves, is called Read More

Index Funds Are Finally Sexy.
What a Shame.

Posted On: May 8, 2017
By: Joe Nocera

The common-sense route to patient investing has turned into another way for people to take bad risks. When Peter Lynch managed the Fidelity Magellan mutual fund from 1977 to 1990, he was the most famous investor in the country, bigger even than Warren Buffett. During his tenure, Magellan earned an average annual return of 29.2 Read More

The 3 Rs of Fiduciary Practices

Posted On: March 2, 2017
By: Russ Hill

The ever-changing status of the Department of Labor’s fiduciary rule continues to garner mountains of press coverage—and with the President’s executive order to review and potentially quash the rule, there is more uncertainty than ever about how a repeal would affect the industry. Prior to the new administration, one complaint from critics of the rule Read More

Nervous About Trump’s Impact
on the US Economy?

Posted On: January 19, 2017
By: Neil Irwin

In each of our past three quarterly market updates, we have highlighted our belief that “presidents have little power to move the economy” (Q2 2016) and that “that macroeconomic forces have a greater impact on the tone of markets than the president” (Q3 2016). Today, the New York Times echoes this sentiment in a timely Read More

3 ETFs For A Trump Presidency

Posted On: November 30, 2016

This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry. Today’s article features Mark Eshman, co-founder and CIO of ClearRock, an SEC-registered investment advisor with offices in San Francisco and Sun Valley, Idaho. On the evening of Nov. 8, as Read More

Amid Brexit, keep investments diverse

Posted On: July 6, 2016
By: Mark Eshman

As one would expect, global markets’ initial reaction to the Brexit vote has been negative. Some of the sell-off is due to investors unwinding positions as they had anticipated “Remain” winning. Most is simply fear of the unknown. We’ve seen this movie before, markets abhor uncertainty. While plenty of drama surrounded the June 23rd vote, Read More

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