Current Investment Strategy and Themes
- All asset classes are acting like high-risk assets, safety is hard to find.
- The transition to a monetary tightening policy and higher rates hurts stocks AND bonds.
Quarterly Update – June 2022
Current Investment Strategy and Themes
- Traditional stocks and bond asset classes remain in a low return expectation environment.
- Strategies within stocks and bonds need to focus on protection and diversification.
Quarterly Update – July 2022
Current Investment Strategy and Themes
- Sharp drops in bond and stocks prices do not signal its time to begin to take risk for the next growth cycle. Instead, the economic and interest rate cycle signals a
further need to reduce to levels of total portfolio risk.
Quarterly Update – August 2022
Current Investment Strategy and Themes
- After the 20% equity decline, July’s upward bounce does NOT indicate its all-clear to re-risk portfolios. Whether an equity or bond position, the portfolio guideline is lower volatility, higher quality characteristics.