The Independent Market Observer

Rob Kane, CAIA

Rob Kane, CAIA, is a senior investment research analyst on the Investment Management and Research team at Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser–independent broker/dealer. With the firm since July 2013, he facilitates our due diligence and research activities on mutual funds, separate account managers, ETFs, and fixed income securities. He has a bachelor's degree from the University of Massachusetts Amherst and holds FINRA Series 7, 63, and 66 securities registrations and the CAIA designation. His background in investments includes investment analysis and portfolio management. Rob's analysis experience has led him to a niche focus in alternative investments.

Recent Posts

Alternative Investments and the Well-Balanced Portfolio

April 22, 2022

Earlier this week, my colleague Rob Swanke wrote about the relevance of the 60/40 portfolio in light of the current market environment. He asked whether this investment model, which seeks to balance the growth potential of equities with the volatility mitigation potential of fixed income, should be abandoned. Spoiler alert! Rob suggests we need to look forward, not backward, when making portfolio decisions, even though market conditions have changed. While short-term adjustments may help boost performance, the 60/40 portfolio can still be an attractive choice for the moderately aggressive investor.

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Show Me the Money! Private Markets and Alternative Investments

December 6, 2019

Today’s post is brought to you by Rob Kane, a senior investment research analyst on Commonwealth’s Investment Management and Research team. Over to you, Rob!

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Should You Invest in Hedge Funds?

December 21, 2017

One of the questions we often get is whether people should invest in hedge funds. This question is more complicated than it seems. Today, Rob Kane will take a look at whether you can—or should—consider such investments. Commonwealth’s Research team provides this kind of expertise to advisors and clients, and I am happy to offer a sample of what we can do for an asset class that is so much in the news. Over to you, Rob.

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The information on this website is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. Please contact your financial professional for more information specific to your situation.

Certain sections of this commentary contain forward-looking statements that are based on our reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Past performance is not indicative of future results. Diversification does not assure a profit or protect against loss in declining markets.

The S&P 500 Index is a broad-based measurement of changes in stock market conditions based on the average performance of 500 widely held common stocks. All indices are unmanaged and investors cannot invest directly in an index.

The MSCI EAFE (Europe, Australia, Far East) Index is a free float‐adjusted market capitalization index that is designed to measure the equity market performance of developed markets, excluding the U.S. and Canada. The MSCI EAFE Index consists of 21 developed market country indices.

One basis point (bp) is equal to 1/100th of 1 percent, or 0.01 percent.

The VIX (CBOE Volatility Index) measures the market’s expectation of 30-day volatility across a wide range of S&P 500 options.

The forward price-to-earnings (P/E) ratio divides the current share price of the index by its estimated future earnings.

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