• Weekly Research Briefing:
    A Beach Glitch

    March 11, 2019

    Life is not a straight line. Glitches happen. Like on Friday when Anti-Goldilocks showed herself and took a massive bite out of the Non Farm Payroll number. We expected more than 200,000 jobs created and we only received 20,000 combined with increased wage growth. Chalk it up to a one time blip…unless of course it happens next month and then there will be a full out panic and run on Wall Street.

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  • Man vs. Machine: An Introduction to Quantitative Investing

    Over the years, quantitative investing has become a popularly debated topic in our industry, causing many investors to choose a corner in the man vs. machine ring. However, we challenge that one-sided mindset as we believe there is a fit for quantitatively managed investments in every portfolio.

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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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  • Alternatives Demystified: A Simple Framework for Preparing for a Bear Market


    Ten years after the financial crisis—followed by a record-long bull market —investment advice is at a critical turning point: from participation to preservation. Alternatives can play a valuable role in hedging equity market risk but with so many different strategies—many of which are unfamiliar to clients—advisors need a framework for explaining the various strategies and their role.

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  • Managed Futures:
    What You Need to Know


    The algorithms underpinning managed futures strategies may be complex, but the strategy’s purpose is simple. In a single word: diversification. The following article shares the basics about managed futures strategies, explaining what they are, how they work, and most importantly, their role as a diversifier within a broader portfolio.

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