Tag: Risk Management

Tag: Risk Management

10.05.2022

Benefits of Long-Term Hedging for Long-Term Investors

Unpredictable markets can make growing wealth and avoiding life-changing losses difficult. Long-term hedging strategies can benefit long-term investors in several...

21.04.2022

"Irrational Exuberance” Revisted

We revisit the 12 factors Schiller identified in the first edition of his book, Irrational Exuberance, to examine which factors are still...

28.06.2021

Is the 60/40 Portfolio Broken?

Is 60/40 portfolio broken? Financial experts, and investors alike, ponder if this approach will meet expectations going forward. The culprit?...

15.06.2021

Risk Budget

Risk budgeting is an asset allocation methodology that builds a portfolio around the idea that there is a finite limit...

29.03.2021

Party Like It’s 1999 - Assessing the Current Market Conditions

The market seems to be in a 'Party Like It's 1999' phase, a year after COVID-19 outbreak, with indices near...

08.12.2020

The Growing Disconnect Between the Markets and Economy

As the market pushes ever higher and the virus continues to spur shut-downs and on-going economic stress, we analyze the...

03.11.2020

Stimulus Stalled, An Antitrust Storm and More Market Turbulence

Election day is today, and as we await the outcome, investors should expect more turbulence in the markets and protect...

30.09.2020

Historic Volatility, Election Uncertainty and The Fed’s Dilemma

With the potential of a “lost decade” for returns, long-term investors would be wise to prepare their portfolios with risk-managed...

19.12.2019

Breaking Domestic Investing Bias with Emerging Markets

Emerging markets across the globe continue to present investors with attractive opportunities. As we enter the final days of 2019,...

21.11.2019

Putting Brexit in Perspective

Much of the volatility that permeated across markets in 2016 when Brexit was introduced ultimately proved fleeting. In many respects,...