Blog

Markets electronic board

Red is the New Black in IPOs (again)

IPOs issued by companies with negative earnings have reached all-time highs.

Speeding Cars in City at Dusk

Today’s tech-boom is beginning to rhyme with the dot-com era

As Technology sector weightings approach levels last seen in 1999, investors would be wise to heed that era’s lessons on timing the market.

Crystal Ball

Sell in May and… Stay tuned

As Momentum expands, Growth’s exposure increases. Navigating this risk requires investors to assess their full exposure to Momentum.

The Rising Tide of Corporate Tax Reform Will Lift All Boats? Not Exactly.

January 30, 2018

Analyzing tax reform through the lens of recent earnings reports shows that the impact is likely to vary broadly across the corporate landscape. Not all companies will benefit to the same extent. More importantly, however, not all companies will make decisions that benefit bondholders. For fixed income investors, this is yet another reminder that security selection will likely be the most important factor in determining investment success in 2018.

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How Protected are RMBS Investments from Natural Disasters?

October 4, 2017

Risks posed by recent storms are accounted for within RMBS structures and evaluated by investors. However, given the magnitude of the potential devastation associated with these recent storms in such a short time period, it is prudent to reassess this risk.

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Assessing the Likely Impact of Recent Storms

September 14, 2017

As we were recently reminded, hurricanes, like other natural disasters, have the potential to be devastating and disrupting events. As Florida and Texas begin the recovery and rebuilding process, historical context provides perspective about the likely impact these storms will have.

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VIX: How low can it go (and why should investors care)?

August 17, 2017

Eight years into the slow and steady recovery of the economy and markets, complacency has hit record highs. As the era of complacency continues, we take a closer look at how investors are positioned and why it makes sense to add a little protection to your portfolio before volatility returns.

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