Regime Based Investing is the next generation of modern money management, leveraging an increased understanding of market psychology and investor behavior. This paper describes the idea and various implementation methods used to protect capital from times of market duress without sacrificing upside participation.
We have expressed our concerns with the bond markets, specifically the negative rates being experienced around the globe as central banks attempt to boost economic activity through low rates. These actions have taken a toll on the increasing number of retirees that had depended on the income from their savings as they have seen the “riskless” government bonds go from 5%+ to less than 1%. It also, from our perspective, has not accomplished the goal of increased economic investment and the recovery to pre-2008 global economic growth. And in recent weeks, we have heard an increasing number of
Is Minimum Volatility Investing becoming more risky?
With the dramatic market losses of the Global Financial Crisis still so fresh in investors’ minds and because of the length of the market’s upward movement since then, investors have felt a growing desire to protect assets. This sentiment has been prominent in the fixed income market, and we believe we are seeing similar signs in the equity markets. Pricing within the market can have a profound significance at times, and, as a result of this trend, we believe something meaningful is happening in the pricing of “safer” assets, also
Auour Investments and Riskalyze Partner to bring Risk Number® to the Instinct Family of Downside Protection Strategies
Auour Investments, an investment firm focused on downside protection through risk regime detection, and Riskalyze, a platform that enables advisers to capture a quantitative measurement of client risk tolerance, have formalized a partnership to bring Auour Investment’s Instinct family of ETF-based downside protection strategies to the Riskalyze community. Through this combined effort, both firms aim to broaden the reach of core portfolio protection strategies that reduce the overall drag to portfolio performance. The five core portfolios that compose the Auour Instinct family are now available through the Riskalyze platform.
Auour Investments is a pioneer in the regime-based investing space,
On Thursday, Britain held a referendum to decide whether or not to leave the European Union. Leave won with 52% of the vote, while Remain lost with 48%. This referendum will likely result in the United Kingdom’s institution of Article 50, which would begin a withdrawal from the European Union. We have provided some information below to help you put Brexit into context:
The UK has been in the EU for 43 years.
Britain, and especially London, has served as the financial center for the European continent.
S&P gave the UK a AAA credit rating prior to the vote.
Britain is a net importer