• Weekly Research Briefing:
    Time to Rotate?

    May 26, 2020

    It is only fitting that we have a German amusement ride pictured above given how well this large, developed nation has navigated COVID-19. With its case growth rate slowing significantly this month, the German government is now opening up the country, as well as making a significant investment in Lufthansa. As we see similar moves in other major countries, the financial markets continue to be excited for the positive impact of re-openings.

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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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  • 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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  • The Math of a Big Loss

    The Math of a Big Loss

    The numbers are in—and stark. An individual decides to retire after a lifetime of hard work just as the market falls. An investment portfolio subject to market returns would therefore be negatively impacted, and the potential outsized effect could come as a shock.


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  • The Importance of Downside Protection

    Article: The Importance of Downside Protection

    Investors often forget the crucial role that downside protection plays in determining long-term outcomes. In fact, the ability to pare back losses during the inevitable downturns that come with investing, as hedged equity strategies can provide, may actually matter more to the end goal than eking out every bit of a bull market’s gains.

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