Investment Strategy Insights Archives

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

Investment Strategy Insights

Stocks and Dividend Payers Benefit from Low Interest Rate Environment

The big question for investors in today’s low interest rate environment is what they should do with their “safe assets” and whether they should invest in bonds. This reminds of the fact that I occasionally I like to end the day with a drink and my preferred fruit juice is the ruby red grapefruit. What kind of drink would it be if I used a grapefruit that had no juice left in it? A bad one is the correct answer.

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3 min

Finding Yield in a Low Yield Environment

As yield becomes increasingly difficult to find in fixed income markets how can an investor take advantage of the growing corporate credit environment, low debt service rates, and a lower exposure to interest rate risk as rates are expected to be volatile in the near future? To answer this question, short duration corporate debt with rules based fundamental metrics and behavioral analysis.

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0 min

A Permanent Shift to Stock Valuations?

During extended bull markets, rationalization becomes commonplace to justify overpaying for value. One such rationalization is the permanent shift in valuations higher due to changes in accounting rules, share buybacks, and greater adoption by the public of investing (aka ETFs.).

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4 min

Growth Investing Utilizing Convertibles

Healthcare spending is becoming a larger share of GDP and an increasingly important sector of the economy to watch. Representing almost 20% of the economy and expanding over the foreseeable future, healthcare is a growth industry presenting opportunities and risks for investors. Convertible bonds may offer an attractive way for investors to capitalize on this growth while minimizing risks.

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3 min

Addressing Fed Policy and Duration Risk

On Aug 28, the Federal Reserve memorialized its revised monetary framework by aiming for “average” inflation of 2% over time. In practical terms, the central bank told investors two things 1) they will keep interest rates low for years, therefore making income difficult to come by and 2) they will continue to press policy that is meant to stoke inflation.

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1 min

Headlines from Across the MAP

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6 min

The $3.5 Trillion Opportunity for Equity Markets and Investors

Presently, there is about $3.5 trillion in bank accounts earning nothing for investors. With the Federal Reserve (Fed) keeping interest rates low for as long as they can and financial services companies refusing to pay anything on their deposits, sitting in cash can be a very detrimental thing. It might make you feel good, but it certainly won’t offer you much return.

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8 min

#Macroview: Why Soros Just Called the Market A Bubble

In a previous post "Market Bubbles," I touched on George Soros' "theory of reflexivity." Interestingly, MarketWatch discussed with George why he no longer participates in the "bubble." The foundation of his argument comes from his previous work in "Alchemy of Finance."

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1 min

Headlines from Across the MAP

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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