By Loren Asmus, CFA, CAIA and Matthew Lui, CFA, CAIA
The 60/40 portfolio of stocks and bonds is a simple idea. Put 60% of your money in stocks, which provide growth. Invest the remaining 40% in bonds, which provide downside protection.
For many years, investors have been using this mix, or a variant of it, when building portfolios. It has performed admirably, producin…
By Loren Asmus, CFA, CAIA
As the world digested the severe health and economic impact of COVID-19 in March of 2020, markets experienced a dramatic drawdown that has not been witnessed since the Great Financial Crisis. In particular, a brief run on liquidity created large technical dislocations in fixed income and credit segments, and market par…
By Loren Asmus, CFA, CAIA
In the third part of our three-part series on ESG, we will focus on impact investing and how it can be implemented across client portfolios. Impact investing is an approach that seeks specific outcomes for ESG-related issues. The segment focuses on intentionality of investments and seeks to measure the impact of desire…
By Loren Asmus, CFA, CAIA
In the second part of our three-part series on ESG, we will focus on best-in-class selection and how it can be implemented across client portfolios. Best-in-class selection integrates ESG factors into the investment process and can further enhance an investor’s values and/or the risk-adjusted returns within the portfol…
By Loren Asmus, CFA, CAIA
In 2018, Canterbury formed an internal environmental, social, and governance (ESG) committee to synthesize and streamline the ever-growing ESG investment universe. The committee has since created a framework and toolkit to assist clients in finding customized ESG solutions that align with their mission, values, or inve…
By Loren Asmus, CFA, CAIA
On Wednesday, July 31st, the Federal Reserve cut interest rates for the first time since the Great Financial Crisis. The 25 basis point cut was effectively an insurance policy to help quell concerns over the possibility of an economic slowdown, even as the U.S. experiences solid growth. We will discuss the reasons and …
