• Weekly Research Briefing: Time to Shift

    July 13, 2020

    The recently rising COVID data points are discouraging from many angles. One could look at the data and think that it is time again to bombproof the portfolio like back in February and March. But that was back when there were so many unknowns about the virus. This time around, we know more about what we are dealing with and we have much evidence showing how to deal with this pandemic. 

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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 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 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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