Topic
Fund Analysis
A collection of 82 posts
Down, Not Out
"Reports of my death are greatly exaggerated.” Mark Twain didn’t quite say that, but I’m reminded of the misquote these days whenever I read articles declaring the death of the classic balanced portfolio—60% stocks and 40% bonds. There’s no sugar-coating it, 2022 has been
| 9 min read
Finding Their Sea Legs?
| 4 min read
Corporates: Good or Evil?
Channeling my grandkids, it’s been a not so good, very, very bad year for bonds in 2022. As we know the bond market has been a source of much investor angst—to put it lightly—Jeff and I will continue to try and bring our perspective to questions you
| 5 min read