Networks - Investment Strategy

Investments in fixed income have historically generated solid risk-adjusted returns, and the higher yielding sectors within fixed-income have performed well in rising interest rate environments.

The cryptocurrency market, and specifically Bitcoin, has grown significantly and offers investors high potential returns. It is commonly argued that Bitcoin should be considered by investors as a store of value and portfolio hedge.

The economy is still aimlessly lurching from the impacts of the COVID-19 pandemic, and those fits may spill over into tax-filing season.

Anxieties brought on by periods of turmoil can cause individuals to forsake rational thinking and act impulsively, usually to their own detriment. This phenomenon often manifests itself in equity markets.

Haunted by double-digit inflation of the past, some fear the U.S. economy is poised for runaway inflation. Some above-trend inflation is to be expected as the economy begins to open up more broadly.

Many are rethinking their asset allocations beyond traditional asset classes and are seeking new and creative ways to better diversify their investment portfolios, increase returns, and reduce risk.

There’s a common sentiment that COVID-19 will have an impact on what types of investors will be active over the next few years. While 2021 may turn into a feeding frenzy for private equity, longer-term investors can remain as selective as they’ve always been.

Municipal bond yields have finally begun to move higher. The surge is a natural and healthy development—reflective of an improving economic landscape but not a marked upshift in inflation. In this environment, see where muni investors can find opportunity and capitalize.

As the surge of interest in creating a more just and equal economic system gathers force and begins to translate into real action, so do its detractors. From an investment perspective, the source of tension tends to occur when it links gender and racial diversity to financial performance.

By measuring the reopening of the economy using a combination of high-frequency indicators to measure the return to more normal spending and employment, see which industries have prospered and are faring well.