• Weekly Research Briefing: Inflate

    February 22, 2021

    This balloon is about to launch. Jerome has the flame at full throttle. Janet is loading up a second tank. And the White House and Congress are about to fire up a second burner. Meanwhile, the vaccine rollout and COVID data improvements are happening at such a rapid pace that travel and leisure stocks have been sent into their own orbit with many stocks near or through their 52-week highs. And interest rates are following everything up. Pay close attention to the financial markets right now. 

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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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  • 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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  • Back to the Basics: The Utility of Alternatives

    The Utility of Alternatives

    Despite uncertainty in the market, equities remain strong overall and investors could be forgiven for questioning the role of alternative strategies in their portfolios. But it is exactly at these moments when investors must think anew, giving careful consideration to the characteristics of the various tools that can be employed within a diversified portfolio.

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  • 60/40 Revisited: Risk/Return Assumptions Require Imagination in Today’s Environment

    Traditional expectations of the 60/40 stock and bond portfolio may be due for a rethink. From today’s yield levels, bonds simply can’t contribute to a portfolio the way they historically have. For advisors and other allocators, this could mean shifting assets away from fixed income and into alternatives if they want to preserve the same risk and return profile that the 60/40 portfolio has historically delivered.

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