by Brian Jacobs | Mar 13, 2024 | Blog, Investment Concepts
The narrative that U.S. equity markets are overpriced has gained traction amongst investors, particularly when headlines are dominated by the astronomical valuations of mega-cap tech stocks. Yet, this broad-brush view overlooks the more nuanced picture painted by the...
by Brian Jacobs | Feb 22, 2024 | Blog, Investment Concepts
A common debate in the world of investing revolves around the timing of market entries. While it is true that stocks can underperform cash, especially over shorter time frames, the long game tells a different story. In this post, by highlighting the consistent and...
by Brian Jacobs | Feb 5, 2024 | Blog, Investment Concepts
Which diversifier added to a balanced portfolio at a 10% weight is more likely to result in a portfolio with higher returns and lower volatility? Asset A: Expected annualized return: 4% Annualized standard deviation: 3% Correlation with existing investment:...
by Brian Jacobs | Jan 26, 2024 | Blog, Market Updates
In the world of finance, it’s often assumed that a thriving economy translates to robust stock market returns. However, when we scrutinize the Chinese stock market, a stark disparity emerges, challenging this conventional wisdom. Let’s delve into the heart...
by Brian Jacobs | Jan 23, 2024 | Blog, Investment Concepts
In a previous post, we outlined how shorter-duration bonds may now present an intriguing opportunity, as they now offer a yield surpassing forecasted inflation, a welcome shift from a decade of near-zero rates. In this post, we’ll outline another reality: while rates...
