Andrew Kronschnabel has more on his mind than rising interest rates in the U.S. Listen to the full podcast on AdvisorToGo. With the odds of a December Fed rate hike at 91.5%, according to CME’s FedWatch Tool on Nov. 20, the markets are already prepped. If the expected hike happens, “we don’t expect much volatility in the market,” says Kronschnabel, portfolio manager at Logan Circle Partners in Philadelphia. He’s co-manager of the Renaissance U.S. Dollar Corporate Bond Fund.
I’ve been working for 23 years, so I’m actively looking — internally and externally — for a capable associate to partner with and to eventually succeed me. To help, my firm has a dedicated succession planning team, which keeps me on track in a process that could take about 10 years. The ideal candidate must have both the credentials and personality to serve my clients — sophisticated investors who trade options and currencies and who tend to be entrepreneurial.
Fixed income returns have underwhelmed in recent years. But those shorter-term results might matter less than you think when making projections for a client’s portfolio. Listen to the full podcast on AdvisorToGo. Vjosana Klosi, director of portfolio construction at CIBC Asset Management, says her firm’s methodology is “based on long-term, 10-year forecasted returns.”One reason for that is trends for long-term interest rates and economic growth affect returns, she explains.
If you have a financial #advisor, I have questions for you, to be published by @advisorca: What are your advisor's credentials and how do you know? How do you pay your advisor, and what do you like/dislike about the arrangement? Reply and we can discuss further. #investing
Muck Rack makes it simple to find people, tweets, or articles that mention any name, keyword, company, hashtag etc. We've compiled this guide to help you make the most of your search.
Selecting a term
Start searching tweets, articles from media outlets, articles mentioned in tweets, journalists'
names, titles and bios with some suggested searches:
Companies or Topics (e.g. iPhone, Microsoft)
Phrases (e.g. "cloud computing") — use quotes to keep the terms together
Twitter handles (e.g. @username) — returns those who have mentioned or replied to
Names (e.g. "David Pogue")
Hashtags (e.g. #sxsw, #london2012)
Bio details (e.g. vegan, Olympics, father)
Muck Rack's Advanced Search allows for many boolean operators.
Find results that mention multiple specified terms, use AND or
+. For example, ensure each result contains both Elon Musk and Mark Zuckerberg by
searching Musk AND Zuckerberg or Musk + Zuckerberg.
Use the operators OR or , to broaden your search when you'd like either of
multiple terms to appear in results. (This is the default behavior of our search when no operators
are used). For example, results will contain either cake or cookie by searching cake OR cookie or cake,cookie
Use NOT or - to subtract results from your search. For
example, searching Disney will yield results about the Walt Disney Company as well as Walt Disney
World Resort. To exclude mentions of Disney World, search for Disney -World or Disney
When using one of these operators with a phrase, enclose it in quotation marks. For example, you can
find results about smartphones excluding Apple's iPhone 4S by searching smartphone -"iPhone
Exact case matching or punctuation
If you're searching for a brand name or keyword that relies on specific punctuation marks or capitalization, you can
find results that match your exact query by adding matchcase: before the keyword you're searching for, like matchcase:E*TRADE .
Use parentheses to separate multiple
boolean phrases. For example, to find journalists talking about having fun in Disney World or
Disneyland, search for ("disney world" OR disneyland) AND fun.
An asterisk can be used to search for any variation of a root word truncated by the asterisk. For example, searching for admin* will return results for administrator, administration, administer, administered, etc.
A near operator is an AND operator where you can control the distance between the words. You can vary the distance the near operation uses by adding a forward slash and number (between 0-99) such as strawberries NEAR/10 "whipped cream", which means the strawberries must exist within 10 words of "whipped cream".