• Weekly Research Briefing:
    So Bad it's Good...

    June 10, 2019

    That is where the state of our markets sit currently. The worse the data gets, the more likely the Fed is to lower interest rates. For risk appetites and the stock market, last week’s dismal string of data was like being handed a gigantic banana split. ISM Manufacturing, ADP Employment, DoE Inventories and Friday’s Nonfarm Payroll data were like extra chocolate syrup, whipped cream and bonus maraschino cherries. 

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  • Overexposed to U.S. Large Caps?
    Let Simple Math Guide the Rebalance

    Article: Overexposed to U.S. Large Caps? thumbnail

    The steady, upward trajectory of U.S. large-cap equities over the past decade has left many portfolios overexposed to the asset class. But rebalancing presents a conundrum: How can advisors decrease allocations to one of equity markets’ least-risky segments—and capitalize on more attractive valuations elsewhere—without upsetting a portfolio’s overall risk profile?

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  • Reducing Equity Market Volatility Using Long/Short Equity

    Reducing Equity Market Volatility Using Long Short Equity

    The ability to pare back losses during the inevitable downturns that come with investing, may actually matter more to the end goal than eking out every bit of a bull market’s gains.




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  • Wall Street Mood MonitorTM

    First Quarter 2019
    Wall Street Sentiment

    We gauge Wall Street sentiment by comparing the cumulative upward and downward revisions sell-side analysts make to their corporate earnings estimates. For the third straight quarter, through March 2019, Wall Street analyst sentiment remained in a funk, but the earnings environment remains healthy.


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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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