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IS THE 60/40 PORTFOLIO DEAD?

IS THE 60/40 PORTFOLIO DEAD?

This year has been tough for investors, not just because stocks have fallen but also because bonds have not helped mitigate those losses as they have historically done. Below we discuss the outlook for diversified portfolios of stocks and bonds to make the case that...
Dawn of a New Era for Bonds

Dawn of a New Era for Bonds

Core bond investors have experienced the worst start to the year ever. However tough this year has been so far though (and it has been tough), the potential for future returns has improved meaningfully, in our view. Starting yields tend to be a good predictor of...
6 Mental Health Tips for Investors

6 Mental Health Tips for Investors

Investing is stressful. It takes sound mental decisions to weather the ups and downs that come with the markets and investing in general. Whether you are managing your financial portfolio or making investments on the side, staying mentally healthy may assist with good...
Have We Really Seen Extreme Pessimism Yet?

Have We Really Seen Extreme Pessimism Yet?

 It’s been a very tough start to the year with both stocks and bonds down sharply. Adding to the “wall of worry” for investors are the highest levels of U.S. inflation in decades, an aggressive Federal Reserve (Fed), Chinese lockdowns, and continuing war in Europe. So...
Let’s Talk About Inflation

Let’s Talk About Inflation

As the saying goes, hindsight is 20/20. Thus, and in keeping with the same, one will only know if inflation is permanent or transitory after the fact or perhaps when it is too late, as often is the case in the world of investing. With that in mind, I suggest that one...
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