INSIGHTS
Is a Bond Allocation Really an Adequate Diversifier?
September, 2022
In traditional portfolio models, fixed income commands a sizable allocation for one reason: diversification. The historically low correlation between stocks and bonds may provide ballast for a portfolio and reduce drawdowns when equity markets decline.
INSIGHTS
Is Your Portfolio Prepared for a Recession?
August, 2022
Is the U.S. economy now in a recession or are the fears of a recession still just circling? While the actual decision could come months from now when the National Bureau of Economic Research makes the determination, one thing seems likely: the next ten years will look different from the previous ten.
NEWS
The Do's and Don'ts when Adding Low-Correlating Strategies
July, 2022
Investors using alternatives for diversification should consider low-correlating strategies that can move independently from stocks and bonds. Here are some do’s and don’ts to consider when incorporating low-correlating strategies.
INSIGHTS
Correlation: What to Watch For
July, 2022
When investors or advisors look at alternative investment strategies, correlation is not always the first thing they evaluate. But for those seeking diversification, we believe it should be central to the decision-making process. We've provided some guidelines that can help when allocating to alternatives.
INSIGHTS
Inflation Risk: Persistent or Transitory is the Wrong Question
May, 2022
Persistent … or transitory? It’s the inflation question that has been weighing on the markets over the last year. As each economic data point trickles out, it is analyzed and re-analyzed, with that focus in mind. But it may be the wrong question to ask.
