Is anywhere safe from the threat of high inflation and recession?

Investors should consider repositioning their portfolios now to avoid the zero-to-negative returns of cash and government bonds and to protect against long-term inflation.

Volatility is not the only measure of risk …

The current profits recession may be a short-term phenomenon.

Investment products should do more than just meet investors’ financial needs.

Excess returns to strategies that don’t have a sound theoretical underpinning are likely to be random.

Publicly traded U.S. companies are issuing far more new securities than they’re buying back.

Passive and active stand-alone momentum-based strategies can wipe out the value-add that momentum premium can bring.

In the U.S. market, the answer is a resounding 'yes!'