InFocus Blog

What We’re Reading – Aug 2020

Morningstar – Is the 60/40 portfolio dead? Another great piece of content from Morningstar on the potential “death” of balanced portfolio investing. A claim that has been made for the...

The Worst Economy Ever?

If you have been paying attention to the news recently, you may have seen some headlines aghast at the destruction that appeared in the recent economic data. While the data...

What We’re Reading – May 2020

Morningstar- The Long View Podcast with Rick Reider ​ https://www.morningstar.com/podcasts/the-long-view/57 Rick Reider is a portfolio manager with BlackRock who is well known and has a long history in various markets. He...

Where Do Returns Come From?

Why do stocks go up? Or, maybe a timelier question: Why do they go down? The answer of course, depends on what time horizon or period you are asking. Short-term...