bonds Archives

October 2, 2021

Published by Brad Horn on October 2, 2021

September Returns and Asset Performance

Major Asset Classes September 2021 Performance Comparison Introduction September returns across global financial markets suffered their broadest retreat in a year. First, the hardest hit asset classes were domestic and international equities. Second, government and corporate bonds also declined more than 5%. Commodity prices were mixed. For example, lumber, natural […]

September 3, 2021

Best and Worse Asset Performance Aug 2021

Published by Brad Horn on 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

Published by Brad Horn on 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 […]