Model Portfolios + Strategists

Recent

During the historic 2020 decline and recovery were your clients invested in strategies designed to help automatically mitigate large market losses?

How do we manage client assets, protect against losses, and compound returns in an interconnected world? For us, it comes down to robustness.

Fear creates poor decisions. Likewise, overly optimistic expectations can present their own problems and also lead to poor decisions by investors.

We believe the current setup is an opportunity to potentially capture the positive CEF alpha that may be generated through the end of April.

In an era of froth, hype and hyperbole, investors appreciate knowing their portfolios are tuned to the factors we can predict and plan around.

As you “reboot” your clients’ bond allocations, consider what you are comfortable managing and where it makes sense to pay for active management.

Is a bubble about to burst? We are not so sure. Our reading implies a positive but challenged outlook for the market with scattered opportunities.