• Weekly Research Briefing:
    Final Week to Choose

    October 26, 2020

    With some states now showing that over 60% of voters have submitted their ballots early, all indications are that voter turnout will be massive this election. There are very few undecided voters left, and the final Presidential debate did little to sway the polls. So, barring some major event in the next week, the Oval Office may have a new occupant in 2021. More interesting right now to the financial markets will be the outcome of the control of the Senate. 

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  • Is Your Portfolio Prepared for a
    Market Drawdown?

    Is Your Portfolio Prepared for a Market Drawdown?

    Humans seem hard-wired to emphasize offensive gains—both in investing and sports. Basketball games are remembered by fast-break slam dunks, not the steals that create them. Investing is no different. Bull markets command attention causing investors to focus more on the gains in their portfolios, and less on the portfolio’s ability to protect, in the event of a market drawdown.

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  • What is a Long/Short Equity Strategy?

    What is a Long/Short Equity Strategy?

    Long/short equity funds make up the largest single-strategy alternative mutual fund category, but their popularity hasn’t always translated into proper placement within a portfolio. The primary benefits of long/short equity funds are often underappreciated, and worse yet, the strategy is often square-pegged into an “alternatives” allocation of a client’s asset mix where it may provide less value.

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  • Adding Alpha and Keeping Clients Invested

    Adding Alpha and Keeping Clients Invested

    In the next few years, a client’s evaluation of their advisor will boil down to the professional’s ability to do two things: add alpha and keep them invested. True, these have always been core components of an advisor’s role, but in the coming years they will take on added significance. Why? It’s a function of a low-return environment, and the psychological roller coaster that is likely to unfold.

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  • The New Core Allocation:
    Long/Short Equity

    Core Allocation Long Short Equity

    With uncertain equity markets, the potential for subdued-to-negative economic growth looming, and a bleak outlook for fixed income, advisors are challenged to rethink foundational portfolio elements of investor portfolios—which means seeking out strategies that bolster the core going forward.

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