Category Archives: investor insights

Investing is a process that requires careful thought and calculation. One of the crucial questions that investors often ask is: What is the optimal investment duration? To answer this question, we need to consider various factors, including investment goals, risk tolerance, and personal financial situations. Below are some important aspects to consider when deciding on […]

Investing always comes with risks. Understanding these risks is one of the most critical aspects that every investor needs to grasp. This article will help you recognize and analyze various types of investment risks, thereby developing effective risk management strategies. What is Risk? Investment risk can be defined as the possibility of losing money or […]

When investing, there are many factors to consider in order to optimize profits and minimize risks. One of the most important factors is the costs associated with the investment process. Below is an overview of the costs that investors need to consider when making investment decisions. Transaction Costs Transaction costs are one of the most […]

Allocating your investment portfolio is one of the most important decisions investors need to make. A well-planned allocation not only helps maximize returns but also minimizes risks. This article will guide you through how to effectively allocate your investment portfolio, from setting investment goals to choosing the right asset types. 1. Understanding Investment Portfolio Allocation […]

Investing is a crucial part of building personal finances and managing assets. However, with the diversity of available asset types, choosing the right investment channel can be challenging. This article will help you understand the different asset types, their pros and cons, and several factors to consider when making investment decisions. 1. Common Asset Types […]

The fixed-income strategy that has been “working” over the past several months is elongating duration when the 10-year Treasury Yield hits 2%, then simply riding down the curve when rates near 1.5%. Portfolio managers that have gritted their teeth, trusted the Fed, and used this channel to their advantage have been handsomely rewarded. Now that […]

The last week and a half has certainly been a roller coaster ride of emotions in the stock market.  After a 3-day sell off that culminated in extreme levels of fear, broad-based equity benchmarks managed to stage a sharp rally that has alleviated (some) feelings of panic. By the numbers, the SPDR S&P 500 ETF (SPY) […]

Without a doubt, one of the more shocking revelations from the 2015 stock market correction is how sharply crude oil prices are rebounding. Just when you turn your back on the seemingly endless sea of red in this sector, it begins to perform during one of the most stressful periods of the last three years. […]

I certainly didn’t invent the term bear market math, yet it tends to be a phrase that causes everyone to sit up straight and listen. The easiest way to define this arithmetic is to show you some quick illustrations of how big of a gain is needed to recover from a devastating loss in your […]

The newer generation of PIMCO closed-end funds (CEFs) have certainly had their share of winning streaks and setbacks.  However, these unique strategies have generally added value and used their relatively high portfolio leverage productively. We have advocated for these products virtually since their inception and subsequent IPO weakness due to their ability to significantly out-earn their […]