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Asset Classes

Nov 07 2018

For Asset Allocators, As Bad As It Gets!

  • Nov 7, 2018

During 2018, no major asset class has done well, and in most respects the opportunity-set available this year has been among the worst in the last 50 years.

Jan 06 2018

Bridesmaid Strategy: Risk & Return

  • Jan 6, 2018

The concept of risk is hardly at the forefront of the investor psyche after the second-least volatile year in stock market history.

Jan 06 2018

Asset Allocation: Buy Strength Or Weakness?

  • Jan 6, 2018

We are contrarians at heart, but learned quickly that successful contrarian investing is far more complicated than simply buying assets that are down the most in price.

Jan 07 2017

Bridesmaid Track Record

  • Jan 7, 2017

U.S. 10-Year Treasury Bonds—last year’s Bridesmaid holding—eked out a 1% gain in 2016, a disappointing result but one that preserved a streak of positive annual returns dating back to 2001 (Table 2).