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
Investors that seek to boost investment income might consider tactical high yield strategies, as they have historically offered attractive cash flows and a
In simple univariate tests, the disposition effect for a stock nearly disappears if the portfolio is at a gain. We find a large
We have information for investors who are rightly skeptical of today’s bond market and tilting their portfolios toward stocks. What we’re offering is
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
Diversifier strategies seek to strengthen portfolios by functioning as a separate asset class, distinct from stocks and bonds. They target investment returns that
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,
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
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
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
As we head into the fourth quarter of 2018, investors have plenty to worry about. From the yield curve pointing to rising odds
At the end of 2017 Warren Buffett, the most successful stock picker of the 20th century, won a $1 million bet against a
After a steep drawdown and the return of volatility to U.S. stocks in recent weeks, it’s worth investigating the level of stock market
As stock indices continue to soar to all-time highs and painful drawdowns remain scarce, investors have begun to question the value of active
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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