Midterm elections to bring investors trick or treat?

Midterm elections to bring investors trick or treat?

by | Oct 16, 2018 | Investing

The U.S. congressional midterm elections roll around every four years, inviting plenty of speculation about how the outcome will affect markets — possibly delighting or spooking investors. Rather than play along with pundits’ political guts, we prefer to take a...
Stock tumult in Q4 2018

Stock tumult in Q4 2018

by | Oct 12, 2018 | Investing

Asset classes are springing leaks at a rapid rate in the 4th quarter of 2018. In particular, global stock markets suddenly cast aside their complacency and sold off sharply with cascading events Oct. 10-11. Major U.S. indexes were down approximately -5.0% over those...
2018: Bond Discontent

2018: Bond Discontent

by | Oct 10, 2018 | Investing

2018 has been a trying year for bond investors. As of this writing, the Bloomberg Barclays Aggregate Bond Index is on track for the second worst year in its entire history (since 1976), down -2.49% year to date. Since 1976, the index has had a negative total return...
The basics of multi-factor investing

The basics of multi-factor investing

by | Sep 18, 2018 | Investing

I understand a lot of people would rather listen to the screeching of fingernails on a chalkboard than attend a workshop titled, “Assessing Potential Opportunities in Multi-factor Investment Strategies” — but not me. I love this stuff, so I recently joined S&P...