In: Portfolio Perspectives

Portfolio Perspectives
Take Five: 5 Questions on Recent Market Volatility
November 30, 2018

1. In your view, what does recent market volatility mean for equities? There are a few components that are currently impacting…

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Portfolio Perspectives
How Will Mid-Term Elections Impact Municipal Bonds?
October 25, 2018

Mid-term elections are fast approaching, and questions are flowing in from clients on what the possible outcomes can mean for the…

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Portfolio Perspectives
Two Years and Too Fast
August 23, 2018

A Bond Manager’s Worst Nightmare For the majority of bond managers, the most difficult environment to navigate is a market where…

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Portfolio Perspectives
Bond Market Disconnect: High Yields ­Delivered Despite Treasuries’ Tumult
March 12, 2018

From September 1, 2017 to February 28, 2018, the bond market experienced adjustments as economic data continued to surprise to the…

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Portfolio Perspectives
The Tax Law Changes and Their Impact on Debt Markets
February 27, 2018

The recent changes to the U.S. tax code are likely to have a ripple effect within several areas of the fixed…

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Portfolio Perspectives
Adding to the Benefits of Diversification
November 15, 2017

Diversification is said to be one of the only free benefits that you can get while investing. It costs nothing, except…

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Portfolio Perspectives
Returns of Active Bond Funds Stand Above Active Equity Funds
April 7, 2017

This year’s results of Morningstar’s Active/Passive Barometer study presented some interesting but not-too-well-recognized facts. Actively managed bond funds proved their worth…

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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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