When Should You Go Risk Off
“When are you going risk-off?” Investors in any sort of tactical allocation strategy want to know: What type of event, what type of environment, what
“When are you going risk-off?” Investors in any sort of tactical allocation strategy want to know: What type of event, what type of environment, what
Even when you’re sure a tax hike is coming; we believe you probably should avoid making any hasty decisions about your exposure to tax exempt
Investors need to understand how their strategies can handle market downturns, especially when market prices are rising despite bearish economic evidence. Tactical high yield investment
Investors that seek to boost investment income might consider tactical high yield strategies, as they have historically offered attractive cash flows and a strong risk-reward
We believe investors looking to earn tax-exempt income while actively managing downside risk should consider tactical trend following strategies in high yield municipal bonds. These
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 believe investors
The municipal bond asset class shocked investors in March of 2020 by delivering their sharpest drawdown in at least 5 years. In only two weeks,
As interest rates hit record lows, some investors argue that bonds are no longer a useful diversification tool. Howard Lindzon of StockTwits and Ron Lagnado
When considering an investment for inclusion in a portfolio, it can be helpful to look at a few summary statistics. Annualized Return gives a historical
After screeching to a halt in March and April, the global economy has begun to show signs of forward progress. In day to day life,
Diversifier strategies seek to strengthen portfolios by functioning as a separate asset class, distinct from stocks and bonds. They target investment returns that are traditionally
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, we discussed
Amid concerns about slowing economic growth and the U.S. national debt, investors are again wondering what might happen to their portfolios in a declining interest
Bond investors and their advisors’ attitude toward interest rate risk tends to fluctuate over time. Sometimes, it’s a major consideration – other times, not so
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 provides advisors
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 often shorthand
Trend-following strategies applied to high yield corporate and municipal credit may allow investors to mitigate the downside while seeking reasonable returns. In this piece we
Markets delivered a rough close to 2018. Risky asset prices whipsawed, and a bear market in U.S. equities may have taken hold. Investors who had
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.
5516-NLD-09/01/2021
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