In this webinar, Ted discusses market performance in the equity and fixed income markets for the year, Federal Reserve policy, and how expectations regarding the Fed Funds rate and inflation have shifted. Additionally, and as always, our four level elements.
In this month's market recap, Ted covers discussions around the possibility of a recession, yield changes in Treasuries and Corporates, Expectations for Fed Policy and Inflation, and as always, our 4 elements.
"Elevate" your knowledge of the markets with our Senior Officer of Investment Operations and Financial Planning, Ted Kouba. These webinars occur quarterly, and go for 30 minutes during a Thursday noon lunch break. In this second webinar of 2022, Ted recaps the July markets, discusses the talks of a recession, takes a look at the 2022 earning season, and discusses expectations on inflation and Fed policy. As always, Ted also dives into our element ecosystem, composed of Trend, Volatility, Economic, and Contrarian elements.
In this short video, Scott Huelskamp describes our “3 Layers of Risk Management” that we use to protect our clients’ portfolios from risk in the markets.
Layer 1 refers to our diversification of holdings in each portfolio. We aim to identify valuable holdings in a large array of industries in order to avoid “putting all of our eggs in one basket.”
Layer 2 describes our quantitative process that removes emotions from our investment decisions.
Layer 3 is our Diversification of Mathematics. We use 4 elements- Trend, Volatility, Economic, and Contrarian to take a full-scope approach to our data analyzation in the markets. Our goal is to create an institutional-level investment management experience for our clients.
Watch the short video below to learn more about the 3 layers of risk management and how they can help protect your finances from uncertainty.
May 2022 Market Commentary
In this month's market recap, Ted visits the drawdown, bond trends, the yield curve, Fed and inflation expectations, and our four elements.
