In our March Markets in Motion and our Envestnet hosted webinar, we focused on the need in a financial crisis (whatever the origin) to help craft easy-to-understand, longer-term narratives for...
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Articles
Market in Motion — Short Term Panic Equals Long Term Pain
As a Behavioral Finance Professor from Duke University and CIO of the firm I think it makes sense to take a break from the virus news and the first official “bear” market since 2008 and consider the...
Markets in Motion — Green Shoots Delayed; Gauging the Economic Impact of China’s Latest Export, COVID-19
In our 2020 Outlook published last month, we forecasted a global economic upswing driven by a combination of central bank easing and fiscal stimulus. Consistent with this prediction, global...
Markets in Motion — 2020 Looking Ahead
2019 was a good year for risk assets and for the GT Suite. Our GTA flagship portfolio achieved high ‘teen’s performance with an average standard deviation in the single digits. That’s what...
Markets in Motion – Veteran’s Day, Thanksgiving, and Gratitude
How, you might be asking, are these headline topics related to investing? The answer, is “plenty;” they are all wrapped up in the concept of “experienced well-being,” a behavioral science (and...
Markets in Motion – Long Term Thoughts for Short Term Worries
It’s remarkable how fast modern risk and rates markets move these days. Like all reliable narratives, there’s almost never one rationale—it’s generally a combination of factors. Sure, we can start...
Markets in Motion — What Not to Do Now
The risks we highlighted last month in “Stay Allocated My Friend” have not changed, however there has been a major movement to negative sentiment. There are few additional risks, which we addressed...
