Investment Strategy Insights

Looking Under the Hood of Structured Annuities Pricing and Construction

Structured annuities are a category within annuities that have gone from zero to $12 billion dollars in annual issuance over the last nine years. Structured annuities are also known as buffered annuities, indexed variable annuities, and index-linked variable annuities.

Portfolio Optimization and the Sharpe Multiplier: A Case Study on Managed Futures

We’ve spent a great deal of time in past articles discussing the merits of portfolio optimization. In this article we will examine the merits...

Why the 60/40 Investment Portfolio May Not Survive the 2020s

It’s no secret that the S&P 500 index has been on a bull market run since the global financial crisis. In fact, the index is currently having its best streak in six years. Against the backdrop of geopolitical concerns, trade wars between China and the U.S., and recession worries, however, investors have pulled a record $135.5 billion from U.S. stock-focused mutual funds and exchange traded funds so far in 2019, according to the Wall Street Journal.

Why the 60/40 Investment Portfolio May Not Survive the 2020s

It’s no secret that the S&P 500 index has been on a bull market run since the global financial crisis. In fact, the index is currently having its best streak in six years. Against the backdrop of geopolitical concerns, trade wars between China and the U.S., and recession worries, however, investors have pulled a record $135.5 billion from U.S. stock-focused mutual funds and exchange traded funds so far in 2019, according to the Wall Street Journal.

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The Fed’s Dilemma: Why Rate Cuts Could Trigger a “Crack-Up Boom”

The crack-up boom happens when everyone tries to get out of a losing currency and into “hard assets” like gold, real estate, and other real things.

Rate Cut Hype Fuels Growth: August 2025 HANDLS Monthly Report

Suffice to say, all of this reinforces a timeless investing principle: diversification pays off over the long haul.

How Leading Consumer Brands Have Emerged Stronger Since 2019

The last five years have been among the most intense stress tests in modern business history.

The Market’s “Lost” Moment: How Many Seasons Can This Rally Run?

For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.

Can Markets Keep Their Cool? July 2025 HANDLS Monthly Report

Politics Trumps the Numbers, Can Markets Keep Their Cool?