Investment Strategy Insights

Commodity & Infrastructure Insights

Blinded By The Bonds

Simon Lack, Portfolio Manager -
German 30 year bunds yield 0.6%. Investors are inured to insultingly low yields, but somehow this still shocks. The ECB defines price stability as...
Investment Strategy Insights

Selling Insurance in Stormy Market Conditions

Joe Halpern, Portfolio Manager -
It may come as no big surprise that you wouldn’t have much luck trying to purchase flood insurance for your home on a barrier...
Investment Strategy Insights

Puts Provide Market Insurance

Joe Halpern, Portfolio Manager -
Insurance is purchased for almost every aspect of our lives from health and disability to our homes and cars in order to protect us...
Investment Strategy Insights

Consider Mitigating Market Uncertainty via Option Strategies

Joe Halpern, Portfolio Manager -
In early September I wrote about the effects of uncertainty on financial markets and investing. There is a high level of correlation between fear...
Investment Strategy Insights

Looking for a Conservative Defined Outcome Alternative for Fixed Income?

Joe Halpern, Portfolio Manager -
On a recent trip to the Baltimore/Washington D.C. region, I had the opportunity to meet with several financial advisors over lunch to discuss their...
Investment Strategy Insights

Effects of Uncertainty on the Markets and How Defined Outcomes Can Help

Joe Halpern, Portfolio Manager -
John walks into a deli and asks what sandwiches are available. The counter guy responds that there are two choices: A turkey hoagie or...
Investment Strategy Insights

Bull or Bear – Does it Matter Today?

Matt Ferratusco, CIPM, Portfolio Manager -
You’re hearing it every day – the bull market will become the longest in history this week, officially on Wednesday, August 22, 2018. The...
Investment Strategy Insights

Bull or Bear – Does it Matter Today?

Matt Ferratusco, CIPM, Portfolio Manager -
You’re hearing it every day – the bull market will become the longest in history this week, officially on Wednesday, August 22, 2018. The...
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