Time to play market defence? Especially when everyone else is playing offence Portfolio protection has been degraded along with the classic 60/40 model. How to make it work today April 12, 2024 Commentary
Asset allocation isn't everything. The next step matters, too Proper execution of investment exposures can make all the difference. Thoughts on maximizing returns from Kevin Foley of YTM January 12, 2024 Commentary
A fixed-income credit fund, without interest rate exposure, can buoy a portfolio These funds provide a compelling yet defensive investment now, along with potential outperformance later as the economy improves, writes Kevin Foley July 28, 2023 Commentary
Portfolio reset: Considerations from the board investment committee The future looks different, so it’s time to study new asset classes, embrace alts and upgrade your investment partners if you handle portfolios for foundations or family offices February 13, 2023 Commentary
Seven issues that foundation boards are grappling with now Volatile market conditions have ignited fresh discussions at foundation and endowment boards April 22, 2022 Commentary
Done right, leverage can deliver coveted fixed-income returns In this detailed example, a levered solution magnifies an attractive investment that by itself offers an insufficient return January 24, 2022 Commentary
My fixed income investments are not working. What should I do? Consider these six alternatives to put in the traditional bond portion of your portfolio December 30, 2021 Commentary
Asset allocation, 2.0: Low and rising rates require reboot of classic portfolio It’s time to revisit and refresh the most important part of investing: basic asset allocation November 18, 2021 Commentary
