Global Beta Advisors

04/07/2021

In a volatile market, model portfolios can be an indispensable tool for coaxing reticent investors back into the fold with a measured level of diversification and customized risk adjustment. In this article, you’ll learn more about the benefits advisors can expect when utilizing model portfolios with their clients as well as Global Beta Advisors’ comprehensive suite of model portfolio strategies.

Rapid change continues to upend the financial services industry. After a decade of low-cost index funds, intense competition among fund managers continues unabated, exerting downward pressure on fees. Robo-advisors have now been added to the mix, giving investors a plethora of negligible-fee investm...

03/08/2021

On Thursday, March 11th, Justin Lowry, President and CIO at Global Beta Advisors, Richard Ranck, CIMA®, Founder and Managing Partner at Valor Consulting & Distribution, and Akhil Lodha, Co-Founder, and CEO at StratiFi will discuss how financial advisors, asset managers, and corporate enterprises are leveraging StratiFi to grow their business.

WHEN: Thursday, March 11th, 2021 at 4 pm EST / 3 pm CST / 2 pm MST / 1 pm PST

RSVP Here: https://qoo.ly/3b4wxi

https://us02web.zoom.us/webinar/register/WN_KVUsjXoHS5SVnxvllOGd9g

We are in a very interesting macro economic environment. The 10 year yield is now in line with the S&P 500 dividend yield. When does it make sense to invest in dividend stocks as an alternative to bonds for income? What are the risks and benefits?

02/25/2021

While growth-oriented investments play a role in many successful portfolios, it’s important to consider current valuations in relation to expected future revenue growth. In an article for FactSet, Global Beta’s Justin Lowry explores this idea further. $GBGR

While growth-oriented investments play a role in many successful portfolios, it’s important to consider current valuations in relation to future market corrections. In an article for FactSet, Global Beta’s Justin Lowry explores this idea further.

02/11/2021

Hear from Justin Lowry, President & Chief Investment Officer, Global Beta Advisors, as he discusses how to generate income in a low rate environment with Martin Plachko, CIMA, Partner and Head of Distribution at Impact Consulting & Distribution.

02/10/2021

"While each instance is completely independent from the other, the commonality is that these investments and trades are not necessarily done on a fundamental or even technical basis but instead are a reflection of investor behavior that has meaningfully impacted price discovery in the stock market. The question becomes, how do valuations make their way into a stock market that is loaded with endless liquidity and where investment decisions are being made on perception instead of reality?"

The world has changed in many ways since COVID-19 took it by storm in 2020, and Wall Street has certainly felt the effect. Fiscal and monetary stimulus coupled with increased curiosity in the stock market due to the afforded time from better work flexibility, easier access to financial information,....

12/23/2020

J.R. Rieger of the Rieger Report recently interviewed Justin Lowry, President & Chief Investment Officer, of Global Beta Advisors, regarding the current market for yield, how dividends can enhance investors’ income in their portfolio, and identifying the different types of equity dividend strategies.

J.R. Rieger of the Rieger Report recently interviewed Justin Lowry, President & Chief Investment Officer, of Global Beta Advisors, regarding the current market for yield, how dividends can enhance investors’ income in their portfolio, and identifying the different types of equity dividend strategi...

11/04/2020

The misconception that low volatility strategies are simply utilities exposure in disguise has been perpetuated through, what we believe is flawed, low volatility strategies, such as the S&P 500 Low Volatility Index, which selects and weights companies by their individual trailing standard deviation...