by William Hubbard | Dec 14, 2022 | UpClose
When investors ask, ‘What’s your best idea?’ When investors ask, ‘What’s your best idea?’ During market declines, investors—and advisors—need to watch out for cognitive biases. Rules-based strategies help remove emotional decision-making from investors’...
by William Hubbard | Oct 10, 2018 | UpClose
An actively managed strategy that moves to cash in times of market stress can effectively mitigate risk, reducing drawdowns and overall portfolio volatility. This is especially important for clients in retirement who are taking regular portfolio...
by William Hubbard | Mar 14, 2018 | UpClose
Active strategies, combined with more traditional passive strategies, can offer the potential for lower drawdowns and volatility, multiple layers of diversification and risk management, and enhanced returns. Active investment management was originally...
by William Hubbard | Nov 8, 2017 | UpClose
Holistic active investment management, as well as specific tactical bond strategies, can help advisors grow and protect their clients’ portfolios in a changing interest-rate environment. The rising interest-rate story is overdone. For nearly a decade,...
