Tactical Positioning – Stick with the “Three Rs”
May 11, 2021 — While growth, earnings, and liquidity conditions are expected to remain highly supportive to risk assets, given strong returns this year and stretched valuations, some volatility is likely over the coming months.
Is Now the Time to Buy Fixed Income?
April 6, 2021 -- Interest rates have risen remarkably since August, from 0.52% on August 4 to 1.74% on March 31, resulting in negative total . . .
The Cost of Going to Cash
During the most recent four market corrections, on average roughly two-thirds of an investor’s downside was recovered in just two weeks. . . .
Should Bond Investors Be Worried About Inflation?
Inflation is a bond investor’s worst enemy. Higher costs erode the purchasing power of a bond’s future cash flows, which pushes bond yields higher as investors demand more . . .