Investment Strategy Insights Archives

6 min

This Will Be the Decade of Sustainable Brands with a Strong Social Bias

Doing well by doing good is a wonderful investment theme. In a wild and crazy world with high uncertainty and widening income inequality, I wanted to focus on a key investing trend that is only gathering more momentum as time goes by.

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1 min

ReSolve’s Riffs on Leverage over Beverages: The Risk/Reward of Vol Targeting

Most pension plans and other institutional investors with long-term liabilities are faced with an enormous mismatch between the return assumptions in their actuarial models and the combination of sky-high equity valuations and rock-bottom bond yields. Some have chosen to address their funding gaps by adding leverage to their portfolios

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2 min

Nasdaq: Investors Need Yield

In an era of near zero interest rates, few investors have sufficient retirement savings to live off the income produced by a portfolio of low-risk bank deposits and Treasurys. Investors can strive to address this shortfall by reaching down the scale of fixed-income credit quality (to aptly named “junk” bonds) or through exposure to high volatility, high-yielding alternative asset classes.

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4 min

Global Manager Says: Value Investing Does Not Mean Low Multiple Investing

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7 min

Brands Expert Comments on the Sweet Spot in the Economic Data

While May’s Retail Sales Report showed a historic rebound versus historic plunges in March and April, we expect most economic data to normalize at lower levels and continue to stay volatile.

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5 min

What Happens After the Crash, V-Shaped Recovery? The Stagnation Phase

Key Points • Stock markets often over-react, the truth mostly lives in the middle. • We have likely begun the stagnation part of our economic reality. • Higher than average…

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1 min

ReSolve’s Riffs Part Two: Crouching Bull, Hidden Bear: Second Chance for Investors?

Joined by good friend Corey Hoffstein (Newfound Research), the team analyzed the aggressive recovery in stocks over the last few weeks and the apparent disconnect from the harsh broader economic reality.

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5 min

Investment Strategy Insights

Amidst the Turmoil, Active Management and Hedged Equity Could Bolster Portfolio Performance

2020 continues to throw curveballs at the world, and especially financial markets. The economy and the stock market have become decoupled. In this historic time, we have seen historic stimulus from the congress and the Fed, leaving behind news events and stories that would normally drive the market lower. China trade deal falling apart, historic unemployment levels, the VIX remaining elevated, and now widespread civil unrest. But we can’t deny that the market is going higher, so we need to adjust.

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6 min

Brands Expert Discusses Sector Allocation Opportunities and Consumer Sentiment

Consumer sentiment gets reported on a monthly basis. This data is helpful to determine what current and future consumer behavior might look like. The data can also be fickle, however.

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1 min

Resolve Riffs on the Great Tail Protection Debate

Join us for our inaugural episode of the “ReSolve’s Riffs” series where the team will go live on Youtube every Friday at 3pm over cocktails to discuss topics that are…