Loading...

Search

No Insights found for "Matthew Lui"

In The Media
Quote by Matthew Lui, CFA, CAIA
June 2020
MSN Money
Does passive investing have a place in the most active market in recent history? Are index funds safe? Index funds are the epitome of passive investing. Rather than trying to beat the market by selecting individual stocks, these funds own all stocks constituting the index, matching the performance of the underlying ben…
In The Media
Quote by Matthew Lui, CFA, CAIA and Loren Asmus, CFA, CAIA
June 2020
Citywire
To musicians Matt Lui and Loren Asmus, picking a manager is a lot like writing and performing a song. The writer uses logic and structure to write the notes, then the players work together, harmonizing with the band to bring emotion to the music and create something beyond the paper. And to these two investment researc…
Articles
Authored by Matthew Lui, CFA, CAIA
April 2020
Nonprofit Information
The active versus passive investment management discussion has intensified as of late due to active management’s recent inability to outpace their passive benchmarks. Some may have a knee-jerk inclination to fire an underperforming manager, but the data show that investors are better off staying the course.
In The Media
Quote by Matthew Lui, CFA, CAIA
February 2020
Los Angeles Times
If there is perhaps one thing that investors don’t like above all others, it’s uncertainty. And that’s what was served up in heaping bucketfuls this week as it became clear the coronavirus wouldn’t bypass the U.S. — with the stock market turning in its worst performance since last decade’s financial crisis. “I think…
In The Media
Quote by Matthew Lui, CFA, CAIA
July 2019
U.S. News & World Report
While investors traded high-fives over the Dow Jones Industrial Average hitting 27,000, there was a high 500 to celebrate as well. Even if it didn’t garner nearly as much notice, the S&P 500 index slipped past the 3,000 mark for the first time; the Nasdaq composite likewise shattered its previous record the day before,…
Articles
Authored by Matthew Lui, CFA
January 2017
The Hill
A wise shopper saw a “going out business” sign in a fortune teller’s window and quipped, “He should have predicted that.” Given the uncertainty surrounding the unconventional leadership of Donald Trump, even a fortune teller may not have much luck predicting next year’s market. Similarly, more than a few investment man…

Blog

Oct
2020
By Loren Asmus, CFA, CAIA and Matthew Lui, CFA, CAIA
The 60/40 portfolio of stocks and bonds is a simple idea. Put 60% of your money in stocks, which provide growth. Invest the remaining 40% in bonds, which provide downside protection. For many years, investors have been using this mix, or a variant of it, when building portfolios. It has performed admirably, producin…

Sep
2020
By Matthew Lui, CFA, CAIA
The United States elections will be taking place this November, capping off an event-filled year, to say the least. All 435 seats in the House of Representatives, 35 of the 100 seats in the Senate, and the office of President will be contested. Among several potential changes under a Biden/Democratic regime are modific…

Sep
2020
By Matthew Lui, CFA, CAIA
Not all indexes are weighted equally. Some are more “equal” than others. As we have discussed in Investing in the S&P 500 at All-Time Highs, the popular S&P 500 is a capitalization-weighted index. This means that it includes companies in proportion to their size. In times when the largest companies grow disproportionat…

Jun
2020
By Matthew Lui, CFA, CAIA
In the decade leading up to 2020, index fund investing felt like smooth sailing. Then, everything suddenly changed. In March of 2020, the S&P 500 Index suffered a drawdown of 34% from its recent peak as investors panicked over the coronavirus crisis. What happened next was just as jarring: even as the global economy la…

May
2020
By Matthew Lui, CFA, CAIA
In nature, fish tend to swim in schools to avoid getting eaten by predators. Yet in investing, "going with the flow" can eat into your portfolio's gains. It can be helpful to review fund flows data, especially in times of distress. Here are three lessons about investor behavior learned from recent fund flows data.

Mar
2020
By Matthew Lui, CFA, CAIA
In the past few days, we have spoken with clients, economists, and money managers who are all attempting to guess — and “guess” is all anyone can do at this point — the impact on the economy and markets. Here is what we have learned as well as how we are currently approaching the situation from an investment perspectiv…

Feb
2020
By Matthew Lui, CFA, CAIA
If you had to select investment managers and the only data you had available was their past three years of performance, how would you make your selection? To most of us, when asked to select an investment manager according to only their past three years of performance, choosing the best-performing managers makes the mo…

Nov
2019
By Matthew Lui, CFA, CAIA
On November 4, 2019, the S&P 500 closed at an all-time high of 3,078.27. It has been over a decade since the market crash of 2008. Since then, the index has climbed higher and higher, overcoming a wall of worries along the way. Invariably, investors are wondering whether to continue riding the bull, or to step aside be…

Jul
2019
By Matthew Lui, CFA, CAIA
Last summer, we wrote about the FANGMAN (Facebook, Amazon, Netflix, Google, Microsoft, Apple, and NVIDIA) stocks and their incredible run in the stock market: Beware of FANGMAN. We wondered whether these popular stocks had gotten too expensive. These sizzling stocks have since cooled off. Are they good investments toda…

Aug
2018
By Matthew Lui, CFA, CAIA
In 2013, CNBC analyst Jim Cramer coined the term “FANG”, referring to Facebook, Amazon, Netflix, and Google. At the time, these stocks had positive business momentum, were dominant in their respective markets, and represented the future of consumer technology. Five record-shattering years later, it seems that not much …

Videos

No Videos found for "Matthew Lui"