Investment Strategy Insights Archives

1 min

Headlines from Across the MAP

There are still 6 weeks or so left in the year but as of this moment the massive swing from huge losses to a gain will likely go down as the biggest stock market reversal in history. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Here is our weekly curation of our favorite reads.

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1 min

ReSolve’s Riffs on Maximizing the Rebalancing Premium

As US equities and bonds continue their apparently unstoppable rally, their expected return over the coming years grows vanishingly small. Especially if markets are faced with anything other than the goldilocks environment of growth, deflation and abundant liquidity that has ruled the past 12 years.

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1 min

Headlines from Across the MAP

Investors have a content problem. The constant barrage of information – mostly useless noise – can be overwhelming. At MAP, we spend much of our time reading. We want to point you to our favorite articles. Here is our weekly curation of our favorite reads.

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6 min

A Deeper Look: The Correlation Between ESG and Technology

With the presidential election results delayed into Wednesday and possible litigation extending into the later part of the week, we all eagerly wait on who will ultimately win the U.S. 2020 Presidential Election.

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2 min

ReSolve’s Riffs on the Global Landscape with The Macro Tourist (Kevin Muir)

In an upside-down market it’s hard to know which way is up. Many investors rely on Kevin Muir, otherwise known as the Macro Tourist, to help them navigate these uncharted waters.

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0 min

Three Reasons There Is No Housing Shortage

One of the most recent mantras in the financial media is that housing prices rise because there is an inventory shortage. While it is an excellent headline for “getting clicks,” the are 3-reasons why there really is NO housing shortage.

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5 min

Credit Risk Transfers: Strong Fundamentals Amid Market and Regulatory Uncertainty

Since 2008's subprime mortgage meltdown, policy implementation, decentralizing risk, and correcting systematic issues continue today. One such instrument, Credit Risk Transfers (CRTs), which have an enigmatic backstory, have become a popular means of decentralizing credit risk while providing an avenue for institutional investors to diversify their agency mortgage loan exposure.

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9 min

Final Election Preview: Should You Be Concerned?

This is it… the final week before America’s favorite national pastime: the presidential election. With all of the debates passed and polls leaning heavily towards Biden and the Democrats, we want to preview potential scenarios and what they may mean for your portfolio.

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1 min

ReSolve’s Riffs on Bitcoin and the Evolving Blockchain Landscape

Even the term used to describe this asset class is loaded with controversy. Some say cryptocurrency is a misnomer, since Bitcoin and its lesser known brethren can neither be considered a medium of exchange nor a store of value.

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6 min

It’s Crystal Ball Time – What the Next Six Months Could Look Like

I don’t know about you but to me, 2020 feels like it’s about three years long. The market started off the year incredibly well only to fall off a cliff in late February. Since February, there’s been significantly higher uncertainty than any of us are used to.

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