Advisor Perspectives June 25 Issue

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According to Joe Tomlison, based on an upfront investment of $100,000 and 25 years of payments, what annuity product looks most attractive?

VA/GLWB

Inf-indexed SPIA

FIA-GLWB

VA SPIA

What is one solution to the US Treasury debt problem, according to Michael Lebowitz?

Investors should consume less and shift from other assets into U.S. Treasury debt to match the growing supply

Reverse the Bretton Woods agreement

Continue to sell the debt to foreign entities

Continue with business as usual

What is something investors should be concerned about regarding low-volatility investing?

The potential impact of rising interest rates on returns

The decline in valuations, which historically have predicted positive returns to the low-volatility anomaly

High interest rates

Dependency on high volatility

When evaluating factor-based funds, what are key elements to consider?

Transaction costs and implicit market impact costs

Macroeconomic factors

NAV

Short-term performance

According to Vitaliy Katsenelson, what is the threat to Amazon, Google, and Facebook?

High valuations and VC funding will lead to declining revenue growth rates

They have reached a Ponzi-like state

They are financed primarily by debt

They are primarily speculative companies

What is responsible for ESG's underperformance?

High costs and restriction of available securities

Poor ESG policies at the corporate level

Higher volatility

Poor fund management

Advisor Perspectives June 25 Issue

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