• Weekly Research Briefing:
    “Oi, get your filthy hands off my desert!”

    September 16, 2019

    Roger Waters’ famous lyric from The Final Cut seems like an appropriate pivot for the market’s new attention toward the Middle East. It is not everyday that oil prices spike 10% due to a shutdown in 6% of the world’s oil capacity. I know that I am not the only one surprised at how easy it was to use drone weapons to impact global oil prices.

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  • Mind the Benchmark: The Pitfalls of Defaulting to S&P 500 Comparisons

    Article: Mind the Benchmark: The Pitfalls of Defaulting to S&P 500 Comparisons thumbnail graphic

    In its 57-year history, the S&P 500 Index has become the center of the investment universe. In many cases, investors would be wise to resist its gravitational pull. The index has become the default mechanism for gauging market performance. Its ubiquity has also caused many investors and investment professionals to mistakenly apply the index as a mental benchmark for relative performance.

     

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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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  • 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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  • Reducing Market Volatility Using Hedged Equity

    Reducing Market Volatility Using Hedged Equity thumbnail

    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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