Managing Interest Rate Risk Over Time
August 2, 2023
As we pass the midpoint of 2023, the dance of inflation and changing interest rates continues to be top of mind for many investors. With
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As we pass the midpoint of 2023, the dance of inflation and changing interest rates continues to be top of mind for many investors. With
Given the volatility that has marked the first half of 2023, we wanted to briefly address how advisors can help clients balance opportunities in today’s
Some investors seem to be having a difficult time making definitive decisions so far in 2023. Conventional wisdom holds that a long-term strategic allocation makes
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 are finding
When considering tactical high yield strategies in general, like the Counterpoint Tactical Income Fund (CPITX), investors often ask where it fits within a fixed income
When considering tax-free tactical high yield strategies in general, like the Counterpoint Tactical Municipal Fund (TMNIX), investors often ask where it fits within a tax-free
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 COVID related
While some politicians and market commentators have called recent inflationary pressures transitory, it’s by no means clear we are out of the woods. Economic data
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 high yield
Tactical high yield strategies have historically shown an ability to mitigate drawdowns while boosting fixed income returns, but no strategy is perfect in all circumstances.
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 investors play
A rapid spike in interest rates to start 2021 has prompted many investors to rethink their approach to core fixed income. Today, US fiscal policy
Investor confidence for most has been shaken in recent months amid a rise in long-term interest rates and a pullback in the tech stocks that
“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
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
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
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,
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
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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