New GICS Sector Could Benefit REITs

August 24, 2016

Today’s guest post is from Chad LaFauci, director of real assets at Commonwealth.

At the end of the month, the Global Industry Classification Standard (GICS) will introduce a new Real Estate sector—the first time a sector has been added since the system’s inception in 1999.

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Monday Update: Housing and Manufacturing Still Improving

August 22, 2016

Last week’s economic data showed that business confidence and activity continue to improve. Plus, housing sentiment and activity continue to expand, while manufacturing and even mining have started to grow again. Overall, last week’s results demonstrate that the weakest part of the recovery—private business—continues to strengthen.

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How Brexit Could Impact Your Real Estate Holdings

August 19, 2016

Today’s post comes from guest contributor Eduardo Ciuffo, a Commonwealth investment research analyst focused on real assets.

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The Trouble with “Low-Volatility” Strategies

August 17, 2016

Today’s post is by guest contributor Peter Essele, a portfolio manager on Commonwealth’s Preferred Portfolio Services® Select platform.

"Does the high level of fund flows into the most popular indices make them perform better simply due to supply/demand 101?"

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Monday Update: Consumers Take a Break

August 15, 2016

Last week’s limited economic data showed that consumers may be taking a break from spending, at least for the moment. Given a smaller-than-expected bounce back in confidence and a disappointing retail sales report, we need to keep an eye on whether consumer spending will continue to drive economic growth.

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Stocks: Partying Like It’s 1999

August 12, 2016

A note for my regular readers: I am taking the next two weeks off to spend time with my family. I won't be totally out of touch—I will still write the Monday Update—but I am turning the blog over to some of my colleagues so you can see what great work they do. For the next two weeks, you'll find new posts here on Monday, Wednesday, and Friday; we will return to the usual daily schedule on Monday, August 29. Until then, take care! — Brad

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Where Growth Comes From

August 11, 2016

Yesterday we talked about productivity and growth, with a sidelight on how recent low levels of growth are largely due to low business investment. Although that is certainly true, there’s more to the story.

Let’s take a deeper look at where growth has come from during this recovery and what that might mean for the future.

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