Rareview: How A Fixed Income Strategy Wins Awards When Equities Are In Favor
Rareview Capital not only ranked #1 in performance but also #2 in the three-year annualized return, scoring enough points to bring home the prize.
Rareview Capital not only ranked #1 in performance but also #2 in the three-year annualized return, scoring enough points to bring home the prize.
Historical analysis shows that value exposures have tended to outperform in a rising yield environment as it coincides with rising inflation.
We tend to see too many patterns in the market. We often hold on to beliefs that do not fit the data. And we look for data that confirm our beliefs.
Clients are nervous but can "make money hand over fist" if your overall position is diversified and open to the possibilities volatility creates.
If higher prices persist until Memorial Day, it could put a crimp on the travel plans of many Americans looking forward to a post-COVID summer break.
Proceed with caution. Despite fading seasonal effects, interest rates are likely to drive near-term performance.