Market Thinking

making sense of the narrative

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Tag: Model Portfolios

Model Portfolios- March

Market Thinking Model Portfolios use the principles of behavioral finance within a systematic risk management framework to deliver a dynamic asset allocation process for Absolute Return products. We do not use derivatives, seeking instead to reduce downside risk via the Read more…


2016 Redux?

The markets appear to be having something of a re-run of early 2016, probably the last time that they worried about a tightening cycle. An early January rotation out of the MegaCaps into value and cyclicals by institutional investors on Read more…


Market Thinking September

The back-to-school-trade in markets is not to look at the short term forecasting uncertainties around the Delta Variant of Covid, but rather to consider the medium and longer term implications of the latest twists in the New Cold War and Read more…


Drilling Down

If we only look at the top-down numbers for Asset Classes we risk missing the underlying stories and information that is ‘out there’. Thus while April saw something of ‘A reversal of the reversal, as we discussed in the May Read more…


Markets in Q1

In reviewing the behaviour of markets in the first quarter we can use the prism of our Model Portfolios as well as the general benchmarks to try and capture the important elements of what happened, partly for review, but also Read more…


Model Portfolios 2020

Overview – A good year for the Roses The rollercoaster performance of markets was a baptism of fire for the Model Portfolios we were actively running over the last year and a strong challenge to the concept of Dynamic Asset Read more…


November Market Thinking

The US Election looks to have gone to Biden, even though it also looks like it is going to the courts. In some ways, what is more important is that the failure of the widely predicted ‘Blue Wave’ to appear Read more…


ESG – be careful what you wish for

As we noted in Wednesday Wanderer’s Wonderings, one of the biggest differences for markets between a Biden or Trump Presidency is likely to be that the former will embrace the concept of a Green New Deal and by extension ESG Read more…


Friday Market Thinking

One Regime, Two Parties The Vice Presidential Debate this week was an overwhelming victory for Kamala Harris. Or Mike Pence. It rather depended on which side you asked. For the small number of pro Trump media outlets, Harris was exposed Read more…


Market Thinking September 2020

Global Equity Markets continued to squeeze higher in August, particularly in Tech space as momentum and quality strategies continued to run heavily while Value continued to take a hit – albeit bouncing towards the end of the month.* The Dollar Read more…