Media

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

Reflecting on ClearRock’s
10th Anniversary

Posted On: August 31, 2017
By: The ClearRock Team

  In August, 2007, the financial world began to collapse.  Household Finance, BNP Paribas, and subprime lender New Century were experiencing massive losses and failing.  They were the canaries in the toxic coalmine that would become the Great Recession. One other less earth-shattering event took place that month: We started ClearRock. We were energized by 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

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

Lessons from a week of highs and severe lows with clients

Posted On: July 1, 2016
By: Liz Skinner

Now that the dust has settled, it’s time to learn from the Brexit fallout on what to say and do next time markets tank and clients lose their cool. Client reactions this week to the volatility sparked by last Friday’s Brexit vote offer advisers a glimpse into how investors may behave during a more sustained Read More

Calming Clients With the Jitters
About Emerging Markets

Posted On: June 22, 2015
By: Murray Coleman

Emerging markets are losing their appeal to a lot of mainstream investors. That’s not surprising — given the six-year rebound of U.S. stocks and rising anticipation of a Fed rate hike, which figures to hit investment flows into tiny and less-developed countries harder than bigger and more diversified markets. Still, not all investors are ready Read More