• 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.

  • Top 5 Reads of the Week | 361 Capital Blog  

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

    Mr. Nadig says investors may want to consider multifactor funds that focus on low volatility and another factor, such as momentum. These types of funds could potentially provide versatility in different market environments, he says.

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    The market’s recent sharp movements remind investors that the only certainty about future market direction is uncertainty. Stocks sold off in October (2018), dipped again in December, enjoyed their strongest January (2019) in 30 years and then worst day in 2019 on August 5th. Whipsawing markets have alternately punished and rewarded both long-only strategies that benefit from a broad rise in stocks and alternative strategies that capitalize on market declines.

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    Choosing a Long/Short Equity Fund

    July 31, 2019
    Andrea Coleman, CAIA

    We’ve written extensively this year about building portfolios that can withstand multiple market conditions and how the next ten years may look very different than the last. While building the overall asset allocation is going to have the largest impact on your client’s ability to reach their investment goals over time, individual investment selection, particularly within alternatives, is a vital component of the overall success. The reason this is so critical in alternative categories is that dispersion is often much wider than in traditional asset classes.

  • Companies Are Finding It Harder to Deliver Impressive Earnings | 361 Blog  

    Businesses delivered another quarter of strong earnings results but the mood on Wall Street remains glum; In June, analysts revised earnings estimates downward at the highest rate in more than three years.