Four Things Affluent Investors Must Know About Risk Management

Sophisticated investors pay attention when someone brings up the topic of portfolio risk management. Affluent investors are often the most risk averse, perhaps because they have already accumulated enough money during their lifetime to achieve their financial planning objectives. Having reached their accumulation goals, they don’t want to lose their hard-earned gains because the financial…

Under Pressure: A Market Review

In the second quarter volatility waned and performance decoupled as divergent backdrops created variances in returns for assets classes and markets across the globe. The winning trades for the second quarter were in the U.S. energy sector, U.S. small companies, and a select group of technology and consumer discretionary stocks. Energy thrived on a rising…

The Market: Resilient or Complacent?

The second quarter saw financial markets deliver further gains, which was a continuation of the animal spirits that were unleashed in the wake of the U.S. election. Both stocks and bonds rose during the quarter with the S&P 500 making its latest record high in mid-June. Outside of the U.S., international stocks have picked up…