Barron’s: Emerging Markets Daily - 11-25-2013
Barron’s reporter, Shuli Ren poses the question “How Much Weight Should EMs Have In Your Portfolio?” She spoke with Steve to talk about exposure in Emerging Markets and whether or not the MSCI ACWI’s 8% exposure is enough. To read the article on Barron’s, click here.
“For near-term boost, go with high-yield fixed income” By Jeff Benjamin Excerpt: “Yes, high yield is attractive right now, but there are also significant risks when your starting point is low interest rates and narrow spreads,” said Steve Blumenthal, chief executive of CMG Capital Management Group Inc., a firm that helps advisers manage bond portfolios. [...]
In last week’s Wall Street Journal Voices column, Steve discussed benchmarks and how to have a conversation with your client that sets proper expectations for portfolio returns relative to benchmarks. Excerpt: As human beings we’re competitive and we want what’s best. So when clients see the S&P outperforming their portfolio they want to know what [...]
Steve on Bloomberg Radio - 09-30-2013
Click here to listen to Steve’s interview on Taking Stock with Pimm Fox & Carol Masser on Friday. He touches on high valuation in the markets, expected forward returns and why it’s important to set proper expectations in today’s market environment.
Steve visits TheStreet.com - 09-30-2013
“Japanese Yen Still a Clear Short” - Emerging market stocks are cheap buys following the summer’s sell-off but investors should short the Yen, says Steve. Click here to take a look at the full clip from Steve’s conversation with Gregg Greenberg of TheStreet.com on September 27.
By Steve Blumenthal August 29, 2013 Following is an excerpt from the piece that highlights the issues MPT is facing today: The conversation you should have with your clients is not that modern portfolio theory (MPT) is wrong, rather that it’s time to question whether 60/40 remains the best way to optimize the risk-reward relationship. [...]
Steve in the WSJ - 08-22-2013
August 21, 2013: “[Retail] investors are behaviorally doing the exact opposite of what they should be doing,” said Steve Blumenthal, whose advisory firm manages $550 million for investment advisers and retail clients. “Emerging markets have perhaps the best valuation level of any of the markets, but they’re in a selloff.” Full article titled “Mom-and-Pop Investors [...]
Steve on Fox Business: After the Bell - 07-1-2013
Steve joined David Asman and Liz Claman on After the Bell to talk about modernizing portfolio allocations.
Financial Advisor: The New Modern Portfolio Theory - 06-17-2013
FA Magazine’s Expert Views section featured an article written by Steve. In the piece, he details his views on the new Modern Portfolio Theory and how to build a truly balanced portfolio in today’s economic climate.
Steve on Bloomberg Radio - 06-6-2013
Steve joined Pimm Fox for his radio show on Bloomberg Radio “Taking Stock”.