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Home > Blog Posts > Market Environments

  • Viewpoints 1987 Black Monday  

    Why Investors Seeking Growth Must Look Beyond Public Equities

    April 09, 2021
    Josh Vail, CAIA
    Market Environments

    As long-term investors search for their next big growth opportunities, one thing seems certain: They will have to look beyond public equities to find them. Increasingly, companies are delaying going public, with much of their growth — and returns — occurring in private markets.

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    Market Q&A with Blaine:
    Recession Chances, Inflation and Reddit’s Influence

    February 25, 2021
    Blaine Rollins, CFA
    Market Environments

    Frequently, we receive questions from the readers of our popular market commentary, the Weekly Research Briefing, authored by Blaine Rollins, CFA. So, we thought we would use this week’s blog to share a few of these questions along with Blaine’s responses.

  • Choosing a Managed Futures Fund | 361 Capital Blog  

    Performance Dispersion Ups the Ante for Alternatives Due Diligence

    February 10, 2021
    Josh Vail, CAIA
    Market Environments

    Calling all due diligence wonks. Get your coffee, your spreadsheets, your performance databases and dig in. Your role has never been more important. Investment manager due diligence has always been a critical, if not underappreciated, value add in the advisor-client partnership.

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    What Does the New Administration Mean for the Market?

    January 22, 2021
    361 Team
    Market Environments

    The handoff has happened and ’46’ has been sworn in, so what does this mean for the market? We’ve pulled highlights from recent Weekly Research Briefings to help provide some answers to this question.

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    Q&A with Blaine: 2020 Market Review/2021 Outlook

    January 15, 2021
    Blaine Rollins, CFA, Chief Market Strategist
    Market Environments

    This week we hosted a 2020 Review/2021 Outlook with Blaine Rollins, CFA, author of our popular 361 Weekly Research Briefing. We had several interesting questions come in from attendees, so we thought we would use this week’s blog to share Blaine’s responses.

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    When it comes to Factor Investing
    is it CTRL C, CTRL V?

    January 08, 2021
    Andrea Coleman, CAIA
    Market Environments

    We wrote about the underperformance of multi-factor portfolios at the beginning of 2019, and here we are two years later. And, while much has changed in the world with pandemics, presidents, and top Netflix shows (does anyone even remember Bird Box?), one thing that has stayed consistent is multi-factor investing approaches have delivered disappointing performance.

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    A Holiday Shopping Season Like No Other

    November 20, 2020
    Blaine Rollins, CFA
    Market Environments

    The ‘K-shaped’ recovery will definitely impact retailers this gift-giving season. Those households with stable employment this year could see very good holiday spending as they draw down their cash accounts which have grown to record sizes because consumers haven’t been able to spend on travel, dining or entertainment in 2020.

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    Why It’s Time to Rethink the 60/40 Blend

    November 11, 2020
    Josh Vail, CAIA
    Market Environments

    Traditional expectations of the 60/40 portfolio may be due for a rethink.

    Based on today’s yield levels, bonds simply can’t contribute to a portfolio the way they have historically. For advisors, this could mean shifting assets away from fixed income and into alternatives if they want to preserve the risk/return profile that the 60/40 portfolio has historically delivered.

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    Investors will Love this Gridlock

    November 05, 2020
    Blaine Rollins, CFA
    Market Environments

    They say that a fair deal is negotiated when each party walks away a bit disappointed. I think that it’s fair to say that most American voters are a little upset at the current election results because they didn’t get everything they wanted. But given the split decision, we could also say that we did get something that we voted for. While many of us in the investing world had looked at the polling data and prepared ourselves for a blue wave takeover in Washington, D.C., the end result could end up being a better outcome for investors.

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    Market Q&A with Blaine:
    Real Estate & Sector Outlook Post-Election

    October 22, 2020
    Blaine Rollins, CFA
    Market Environments

    We recently asked readers of our popular market commentary, the Weekly Research Briefing, to submit market-related questions for author Blaine Rollins, CFA. We had a lot of questions come in, so we thought we would use this week’s blog to share some of Blaine’s responses.

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1 Source: Hamilton Lane Data

The views expressed are those of the author at the time created. These views are subject to change at any time based on market and other conditions, and 361 Capital, a division of Hamilton Lane, disclaims any responsibility to update such views. No forecasts can be guaranteed. These views may not be relied upon as investment advice or as an indication of trading intent on behalf of any 361 Capital, a division of Hamilton Lane portfolio.

This 361 Capital blog is not intended to provide investment advice. This blog should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by 361 Capital, a division of Hamilton Lane, or any third-party. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your legal or tax professional regarding your specific situation.

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