How Tactical High Yield Municipal Strategies Fit in a Portfolio
We believe investors looking to earn tax-exempt income while actively managing downside risk should consider tactical trend following strategies in high yield municipal
We believe investors looking to earn tax-exempt income while actively managing downside risk should consider tactical trend following strategies in high yield municipal
An eye-catching rise in corporate default rates has investors wondering whether now is a good time to invest in high-yield corporate bonds. We
The municipal bond asset class shocked investors in March of 2020 by delivering their sharpest drawdown in at least 5 years. In only
As interest rates hit record lows, some investors argue that bonds are no longer a useful diversification tool. Howard Lindzon of StockTwits and
When considering an investment for inclusion in a portfolio, it can be helpful to look at a few summary statistics. Annualized Return gives
After screeching to a halt in March and April, the global economy has begun to show signs of forward progress. In day to
Diversifier strategies seek to strengthen portfolios by functioning as a separate asset class, distinct from stocks and bonds. They target investment returns that
[We open on the interior of an office, where a single investment professional sits at a trading station. The NARRATOR enters stage right.]
The addition of tactical trend following in fixed income can greatly benefit a traditional stock-and-bond portfolio. In How To Shelter from Macro Shocks,
February 10th, 2020, SAN DIEGO – CP ETFs, a quantitative ETF provider specializing in defensive diversifier strategies, today announced the launch of the
Amid concerns about slowing economic growth and the U.S. national debt, investors are again wondering what might happen to their portfolios in a
Bond investors and their advisors’ attitude toward interest rate risk tends to fluctuate over time. Sometimes, it’s a major consideration – other times,
Allocating to a trend-following strategy in high yield credit can improve both portfolio risk and return compared with traditional buy-and-hold strategies. This finding
A 60/40 split between buy-and-hold positions in stocks and bonds is a time-honored, set-and-forget, plain-vanilla asset allocation – so much so that it’s
Trend-following strategies applied to high yield corporate and municipal credit may allow investors to mitigate the downside while seeking reasonable returns. In this
Markets delivered a rough close to 2018. Risky asset prices whipsawed, and a bear market in U.S. equities may have taken hold. Investors
As the year draws to a close and many investors are confronting short-term turbulence in riskier asset classes, now is a good time
The life of the investment advisor is full of challenges. Robo-advisors, indexing, and other low-cost options have entered the market, and clients are
Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at counterpointfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.
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