by Galaxy Plus | May 2, 2024 | NHPAF News
Key takeaways: The negative correlation between stocks and bonds that was the bedrock of diversification for the 60/40 portfolio has flipped to the positive side as inflation has been elevated. A persistent inflationary environment could continue to be challenging for...
by Galaxy Plus | Apr 30, 2024 | CIO's Corner
The year 2024 appears to continue where 2023 left off, with economic surprises and evolving market dynamics. The economy demonstrated resilience during the first quarter of the year, continuing to avoid a recession and performing better than anticipated. Investors...
by Galaxy Plus | Jan 25, 2024 | CIO's Corner
2023 saw the turnarounds of both stocks and bonds. By the end of the year, the 60/40 portfolio had almost recovered from one of its deepest drawdowns. In contrast, the year proved to be a difficult year for CTAs. In hindsight, 2022-2023 mirrored a lot of what happened...
by Galaxy Plus | Jan 19, 2024 | Suggested Insights
Brent Belote, founder of Cayler Capital, was featured in a recent article by Reuters. Belote discussed his ideas on how oil futures contracts may be affected by the current supply chain disruptions in the Middle East. In the article, Belote alludes to Russia’s...
by Galaxy Plus | Jan 12, 2024 | Suggested Insights
ProfitScore Capital Management Inc., founded by John McClure, dove into recent rebound patterns in their January Update, as they described the year-end S&P 500 closes as a seesaw in recent years. In their blog post, ProfitScore, a data-driven investment firm, asks...
