Category Archives: Investment News

3×5 Partners’ Annual Meeting Brings to Life “Investing in What the World Needs”

Over the last two decades, I have had the opportunity to work for several large financial institutions in Boston and Portland. Along the way, I have attended more investment meetings than I could possibly count – on everything from corporate bond funds to complicated variable annuity income riders – and heard hundreds of investment managers wax eloquently about why their investment tool was better than the next firm’s offering. At this stage of my career, I do not expect to walk out of these meetings feeling inspired about some new investment strategy, let alone the future of our little planet. This week’s 3×5 Partners’ Annual Meeting did just that, and then some. Read more »

The Moral of the Story is: To time the market, you must have a crystal ball, time machine, or fairy godmother

Without a crystal ball (or time machine, fairy godmother, or other magical trick) to predict market movements, even the smartest market timer is likely to miss some of the market’s best days. Just missing the ten best days between 1997 and 2017 would cut your return nearly in half over that time. What’s the moral of this chart? Keep your focus on a long-term investment strategy designed for your risk and return objectives, and stick with it. Read more »

Arnerich Massena is Excited to Announce Bryan Shipley, CFA, CAIA, Has Been Named Co-Chief Investment Officer

We are excited to announce that Bryan Shipley, CFA, CAIA has been named co-chief investment officer of the firm. He will serve alongside Tony Arnerich and share the responsibilities of chief investment officer, providing thought leadership and overseeing the firm’s investment strategy. Tony Arnerich has been working with Bryan for many years and has selected him to help drive the company’s investment approach into the future. Mr. Shipley, who joined Arnerich Massena in 2003, has had a key role in the development and maintenance of the firm’s investment philosophy and research process as head of traditional and real assets, and the move to co-CIO is a natural progression of his work. With a distinguished career of more than 19 years, Mr. Shipley is an accomplished and seasoned investment professional.

Photo by Edward Hermanson

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What is the Fed’s next move?

The Federal Reserve has some plans for the coming year. In addition to the possibility of more rate hikes, The Fed is considering a start to unwinding the $4.5 trillion in bonds on the central bank’s balance sheet. In the March meeting of the Federal Open Market Committee, officials stated that the unwind is likely to begin this year, although no details about when or how were addressed. Read more »

Turbulence and Transformation: Investment trends to Watch for in 2017

globeLast year, we titled our end-of-year investment trends article, “Tipping the Apple Cart: Investment trends to watch for in 2016.” This year, the apple cart has tipped, flipped, and fully overturned. Change is happening faster than ever, and with the election of Donald Trump as President, we are likely to see a great deal more of it this coming year.

Here we explore a few of the trends we are watching for in 2017. As always, a trend does not equate with a smart investment; we offer these predictions not as investment recommendations, but as an interesting look into the cultural and political changes that may affect the investment environment for everyone. Read more »