Managing Interest Rate Risk Over Time
February 5, 2024
As we pass the start of 2024, the dance of inflation and changing interest rates continues to be top of mind for many
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As we pass the start of 2024, the dance of inflation and changing interest rates continues to be top of mind for many
Year-ahead commentary is challenging for us: We don’t have a crystal ball and we believe predictions contribute more to investment mistakes than outperformance.
Watch Chief Investment Officer & Partner, Michael Krause and Daniel Krause, Partner & Head of Sales at Counterpoint Mutual Funds, provide an update
Many investors have been wondering about what place high yield (or investments with high yield exposure, such as high yield trend following strategies)
Given the volatility that has marked the first half of 2023, we wanted to briefly address how advisors can help clients balance opportunities
Some investors seem to be having a difficult time making definitive decisions so far in 2023. Conventional wisdom holds that a long-term strategic
After more than a decade of near-zero returns on short-term high quality investments like money market funds, short-term treasuries, and CDs, many investors
When considering tactical high yield strategies in general, like the Counterpoint Tactical Income Fund (CPITX), investors often ask where it fits within a
When considering tax-free tactical high yield strategies in general, like the Counterpoint Tactical Municipal Fund (TMNIX), investors often ask where it fits within
By now it’s more-or-less official: Rising interest rates are part of the foreseeable future. Current inflation figures, recent central bank commentary, and continued
While some politicians and market commentators have called recent inflationary pressures transitory, it’s by no means clear we are out of the woods.
Tactical high yield strategies historically have been shown to improve long-run portfolio returns and risk. When used alongside traditional 60-40 stock-and-bond allocations, tactical
Tactical high yield strategies have historically shown an ability to mitigate drawdowns while boosting fixed income returns, but no strategy is perfect in
The term “bubble” is great for describing investment environments where enthusiasm and speculation dominate over longer-term fundamentals. Here’s how financial bubbles, the kind
A rapid spike in interest rates to start 2021 has prompted many investors to rethink their approach to core fixed income. Today, US
Investor confidence for most has been shaken in recent months amid a rise in long-term interest rates and a pullback in the tech
“When are you going risk-off?” Investors in any sort of tactical allocation strategy want to know: What type of event, what type of
Investors need to understand how their strategies can handle market downturns, especially when market prices are rising despite bearish economic evidence. Tactical high
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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