We are pleased to see the equity allocation continues to perform well this year, particularly due to the continued outperformance of the Nasdaq-100 relative to the broad market. We are also pleased to see the bond allocation is performing well as the Fed is indicating they may cut rates three times next year. Looking forward, … Read more

We are pleased to see the equity allocation continues to perform well this year, particularly due to the continued outperformance of the Nasdaq-100 relative to the broad market. We are also pleased to see the bond allocation is performing well as the Fed is indicating they may cut rates three times next year. Looking forward, … Read more

We are pleased to see the equity allocation continues to perform well this year, particularly due to the continued outperformance of the Nasdaq-100 relative to the broad market. Looking forward, the equity allocation is likely to remain unhedged until February 2024 unless there is a major shift in the markets. Last month the strategy recommended … Read more

We are pleased to see the equity allocation continues to perform well this year, particularly due to the continued outperformance of the Nasdaq-100 relative to the broad market. Looking forward, the equity allocation is likely to remain unhedged for the next three months unless there is a major shift in the markets. Last month the … Read more

We are pleased to see the equity allocation continues to perform well this year, particularly due to the recent outperformance of the Nasdaq-100 relative to the broad market. Looking forward, the equity allocation is likely to remain unhedged for the next three months unless there is a major shift in the markets. Last month the … Read more

We are pleased to see the equity allocation continues to perform extremely well this year, particularly due to the recent outperformance of the Nasdaq-100 relative to the broad market. Looking forward, the equity allocation is likely to remain unhedged for the next three months unless there is a major shift in the markets. Last month … Read more

We are pleased to see the equity allocation continues to perform extremely well this year, particularly due to the recent outperformance of the Nasdaq-100 relative to the broad market. Looking forward, the equity allocation is likely to remain unhedged for the next three months unless there is a major shift in the markets. The new … Read more

We are pleased to see the equity allocation continues to perform extremely well this year, particularly due to the recent outperformance of the Nasdaq-100 relative to the broad market. Over the past two months, the long-term bond hedge in the equity allocation had a negative contribution to returns but it was more than offset by … Read more

We are pleased to see the equity allocation continues to perform extremely well this year, particularly due to the recent outperformance of the Nasdaq-100 relative to the broad market. Over the past month, the long-term bond hedge in the equity allocation had a negative contribution to returns but it was more than offset by the … Read more

We are pleased to see the equity allocation has been performing extremely well this year and that the changes in the bond allocation are having a positive contribution to the returns. For the past year, stocks have trended sideways which signifies a lack of market direction and uncertainty. The lack of significant positive or negative … Read more