Weekly Research Briefing: Uncertainty RisesSeptember 21, 2020
The stock market is going to have a tough time dodging this newly thrown wrench. With the early passing of The Notorious RBG, Washington’s attention will be completely absorbed by the empty seat in the Supreme Court.
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.READ NOW >
Is Your Portfolio Prepared for a
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.READ NOW >
The New Core Allocation:
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.READ NOW >
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.