May 2022.
Investor Strategy.
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.
Investor Strategy
Playing “D” (diversification, that is)
September 2025. Investor Strategy. We are coming into a seasonal challenging period. Finding diverse sources of diversification remains prudent for portfolios with so many moving…
Investor Strategy
Making sense of the noise
August 2025. Investor Strategy. Is the relative outperformance of international equity markets vs the U.S. a signal of a changing long-term trend or just noise?
Investor Strategy
Halfway check-in: Comfortably numb?
July 8, 2025. Investor Strategy. Markets have performed well during the first half of 2025 but this strength certainly masks a lot of volatility and…