Helping investors reach their long-term goals
Investor strategy |
A monthly publication designed to provide investors and advisors with a recommended roadmap on how to allocate investments in today's market to reach their long-term goals and manage risk.
Portfolio Construction, continued: Fixed Income - May 2022
This month, the nature of the downdraft in markets gives us a good opportunity to revisit the portfolio construction theme. While the markets deserve their splatter of pixels (which we give briefly in the market recap), we focus on the fixed income portion of the portfolio.
Given we are seeing the worst drawdown in bonds in decades, we will review why we own bonds, what value they add to a portfolio, and what factors go into selecting the portfolio components.
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Investor Strategy - Volatility in the house - April 2022
In this month’s issue we take a pause from our portfolio construction theme.
There has been too much action in the markets to ignore. It is worth taking stock of where March has left us and what could be in store as we begin Q2 2022. With so much action in the geopolitical arena, piled on top of what was already an interesting confluence of inflation, shifting monetary policy, and a potential renewed wave of COVID, it really is time to make sure we understand our portfolio exposures.
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Portfolio Construction - March 2022
While there is no shortage of activity in the world of markets and geopolitics, this month we focus on the act of portfolio construction. After a February market recap, in the first of a series on the subject, we start from the top down looking at how asset classes and sectors are put together to build a robust portfolio designed for everyday markets, as well as times when we are seeing lots of volatility like we are today.
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Trend Reversals - February 2022
This month we are looking at the global markets and economy with an eye on some long-terms trends that may be on the verge of reversing. Whether equities, interest rates, economic trends or political leanings, we analyze whether or not we are witnessing some Titanic-like shifts that will certainly require some re-positioning and rebalancing of our portfolios.
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2021 Recap and 2022 Market Outlook - January 2022
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