In: Portfolio Perspectives

Portfolio Perspectives
Did the Trump Rally Move Value Stocks and Small Caps Too Far Too Fast?
December 15, 2016

Recent market movements offer possible evidence of a major, long-term trend change favoring value stocks. Prior to 2016, for a number…

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Portfolio Perspectives
A Focus on Strategy Amid Volatility in Fixed Income
December 1, 2016

While the excitement of equities often earns the headline, it seems fixed income is finally getting the spotlight. This fervor comes…

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Portfolio Perspectives
Election Uncertainty: It’s Crunch Time.
September 26, 2016

Executive Summary The Presidential Election has tightened in recent weeks as Trump has surged in the polls just as the debates…

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Portfolio Perspectives
Argentina & Relative Strength
June 22, 2016

What factors led to your decision to invest in Argentina? We have developed a quantitative matrix of 205 ETFs that we…

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Portfolio Perspectives
Curing Two Ills with High Yield Bonds
June 2, 2016

Investors face a two part problem: how to generate income in today’s low-interest rate environment and how to protect their principal…

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Portfolio Perspectives
Trade Update: Navigator Fixed Income Total Return
March 2, 2016

The Navigator Fixed Income Total Return strategy traded out of our 98% Treasury allocation into 98% high yield on February 29th….

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Portfolio Perspectives
Weakness in High Yield Bonds Is Broad, and NOT Just Due to the Energy Sector
February 19, 2016

Most commentary on the high yield bond space has closely examined the energy sector and justifiably so. The energy sector was…

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Portfolio Perspectives
Race to the Bottom
February 16, 2016

A man walks into a bar and tells the bartender that he will lend him $1000 if the bartender would give…

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Portfolio Perspectives
Five Reasons to Hold High Yield in 2015
March 20, 2015

The high yield market was bloodied in the second half of last year, primarily due to the collapse in energy prices….

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Portfolio Perspectives
A Guide to Understanding Maturity Buckets
December 19, 2014

Jonathan A. Fiebach, Chief Investment Officer, Main Point Advisors, Inc. What Drives Bond Prices and Returns? In recent years, we have seen…

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Portfolio Perspectives
Six Reasons Why the End of Quantitative Easing May Not Lead to Higher Interest Rates
October 3, 2014

Debunking Conventional Wisdom QE is ending! Oh no! Telegraphed by the Fed, the lengthy monetary expansion plan known as is scheduled…

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