September 3, 2021

August Returns – The Best and Worse Performing Assets

August Returns – The Best and Worse Performing Assets Introduction August returns proved to be exciting in both financial and commodity markets.  Corporate equities and high-yield debt both proved to be solid performers .  This was evident in the US, developed markets (DM) and emerging markets (EM).  The month also […]
August 14, 2021

Benchmark Selection for Investment Portfolios

Benchmark Selection for Investment Portfolios Introduction Benchmarking is the process of comparing your investment portfolio to a market index.  Investors should carefully assess benchmark selection.  This is especially important for multi-asset portfolios subject to periodic rebalancing and cash distributions.  A well-chosen benchmark is like a compass that can quickly tell […]