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
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
Many investors are licking their wounds after 2022, a once-in-a-generation negative year for both fixed income and equities. A quarter into 2023, it’s hard to
While looking at top holdings of a factor-based equity strategy can be deceptive, investors still need some way to grasp how quantitative managers construct their portfolios. One
Top holdings within a portfolio are often shorthand for how a manager thinks about stocks. If the ten holdings are cheap, we’re probably dealing with
Firm-level variables that predict cross-sectional stock returns, such as price-to-earnings and short interest, are often averaged and used to predict the time series of market
As a group, meme stocks underperform the rest of the stock market, except in brief, exhilarating periods of outperformance. The long-term risk-reward profile of meme
In 2020, innovation-focused visionaries and YOLO option traders on Reddit message boards were an unmistakable force in the U.S. stock market. Unprofitable tech companies and
Environmental, social, and governance (ESG) stock investing strategies are designed to make the world a better place by investing in companies that rate highly on
As crazy as it sounds, the YOLO traders of 2020 and 2021 are not necessarily doomed. These call option – happy investors, who frequent the
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
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,
[We open on the interior of an office, where a single investment professional sits at a trading station. The NARRATOR enters stage right.] Narrator: As
A common rule of thumb (or, in academic-speak, “heuristic”) is leading investors to see too much promise in too many firms. This mistake has led
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
In today’s hypercompetitive investment landscape, active investment managers must earn their fees by targeting genuine opportunities to outperform. To do this, managers need to use
Markets always find new ways to challenge investors. In a difficult environment for quantitative factor-driven strategies, merely having factor diversification, substantial portfolio exposure to short
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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