• Investor FOMO  

    Even though the long-term goal of investors is often capital preservation, fear of missing out—or FOMO—is leading many to ask why alternatives are part of a portfolio when stocks and bonds are marching ever higher.

  • Top 5 Reads of the Week | 361 Capital Blog  

    Our favorite reads of the week and the quotes that make them worthy…

    “Demographics, inequality, and information access will have a huge impact on the coming decades. How those Big Things end is a story yet to be told. But when it’s told we’ll have a better idea of where it began.

  • Time to Consider the Alternatives  

    The current bull market is the longest in history. So too, is the U.S. economic expansion. As those record-breaking streaks continue, it is hard for investors to remember that big losses can — and do — happen. It’s even harder to convince investors to prepare for them in advance.

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    Corporate earnings cool slightly and the mood on Wall Street is becoming more pessimistic. The 361 Capital Wall Street Mood Monitor assesses the climate for active management based on three factors: earnings trends, sentiment and correlations. The data behind those factors points to a mixed outlook for active managers.

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    What Happened to Momentum Last Week?

    September 19, 2019
    Dan Cascarano, CAIA

    What recently occurred in U.S. financial markets is nothing short of extraordinary when viewed through the lens of factor investing. While on the surface it appeared as if all were calm for the five trading days from September 4-September 10 with the S&P 500 Index rising by 2.56% and the Russell 2000 Index (small cap stocks) rising by almost 5%. Underlying this performance, however, were significant factor moves, at largely unseen levels of volatility, since the Great Financial Crisis in 2008-2009.