Reports

Allspring: Municipal Monthly Market Update Jan. 2023

8th Feb, 2023

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Allspring: Municipal Monthly Market Update Jan. 2023

From: Allspring

High Yield Muni and BBB Muni spent the majority of the last year toward the bottom of the barrel in terms of performance. As a result, spreads have widened close to historic averages. Did you know that you can generate much more yield going down in credit quality then you can going out in duration? See page 2 from the Allspring Municipal…

ETF Field Guide – Novemer 2022

12th Dec, 2022

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ETF Field Guide – Novemer 2022

From: americancentury.com

In this month’s feature article, we hit on one theme we’ve seen over 2022, which has been the continued outperformance of U.S. stocks vs. international markets. Through a series of charts, we exhibit the value of global diversification, highlight what investors may give up by avoiding international markets, and explain the role of currencies on non-U.S. stock returns.

Crisis Events 2022

8th Mar, 2022

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Crisis Events

From: Brookstone Capital Management

It was only a few weeks ago that the main crisis event the markets were contemplating was Covid. Now, that crisis has been displaced by the Russian invasion of Ukraine. These events are statistical outliers individually, also called black swans because they are rare events. Crisis events or black swans happen much more frequently than investors often realize. The specifics of any individual crisis event…

The Importance of Upside and Downside Capture

9th Dec, 2020

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Minimizing the impact of market losses may be equally as important, if not more, than capturing 100% of market gains. That’s because, the bigger the loss, the greater the return needed to get back to the original starting point. As shown below, incorporating hedged equity strategies, such as Long/Short Equity, may help truncate drawdowns and reduce the long term impact of market declines.