In the past three years, financial markets have faced unprecedented challenges ranging from the worst pandemic in 100 years, the biggest armed conflict in Europe since World War II, the largest drawdown in bonds ever, and highest inflation in more than 40 years. The resultant market volatility has left many financial advisors unsure of what to do next, but savvy advisors know there are throughlines in the narrative. These are the four key macro trends we believe every advisor needs to be watching to drive their clients’ success.
Opportunities for tax loss harvesting should be regularly reviewed in every taxable portfolio, not just when taxes are top of mind.
Some investors may be tempted to “buy the dip” in bonds, but we may not be out of the woods yet.
Matt Dines shares his thoughts on managing current geopolitical risks within investors’ portfolios with Pensions & Investments Magazine.
John Ruth how the fund combines the risk-mitigating elements of investment-grade fixed income with the upside potential of equity markets.