The Risk/Reward Attributes of Your Investments Must Be Measured Quarterly
Providing Institutional Investors With Advice on Achieving Their Goals in an Era of Rising Interest Rates and Inflation
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From Decade Lows to Generational Highs
I built this Consulting Firm on the premise that investors had to better understand interest rates to succeed with their Investment Strategy. Investors were taking too much market risk when rates were low and are now taking on too much risk private investment risk now that rates have hit multi-decade highs. A complete Risk Review is imperative if investors want to avoid unintended consequences in their strategies. Regular forward looking risk assessments help institutions successfully navigate changing market conditions that don't favour buy and hold strategies.
If You Aren't Keeping Proper Score, What is The Point of Playing The Game?
Too many investors are missing the major turning points in the market over the past 3 years. We have gone from low to high interest rate levels in less than 18 months.Now we are in a higher for longer rate environment that is meant to slow the rate of inflation and the economy. Are you prepared for the consequences of lagging the market place?
If you don't keep track of the economic inputs on a quarterly basis, you are subjecting your Portfolios to risks that you did not intend. Remember, the markets are a zero sum game. There are winners and losers to every trade/position/asset mix. Don't get left behind in the asset management game. Stay on top of things better than your competitors. This will allow you to move to where the puck is going, not where it's been. That is the winning strategy in a market that is set to enter a slowdown for the first time in over 15years.
Having a View on the Markets
Investors have had a challenging 3 years in the financial markets. Their portfolios have become unbalanced very quickly due to the quick shift from a low for longer rate tailwind to a higher for longer interest rates headwind. Everything and everyone has become unbalanced during this transition. It is the time to put proper Risk Management oversight into your Investment Strategy. The risk of not doing this puts your annual return goals in jeopardy.