Equity markets set politics aside last week and focused on renewed hope of a trade deal between the U.S. and China. Initial reports were that the two countries had agreed to a “phase one” (of several) compromise. It was reported that the Chinese government would commit to the purchase of U.S. agricultural products and the U.S…. Read the full article.
Last week saw more of the same volatility that has plagued equity markets since April. Over the past six months there have been no less than five trends encompassing moves up/down in stock prices greater than 5%. These wild swings in stocks have been accompanied by similar moves in bond yields and bond prices. All… Read the full article.
Question: Why do some Target Drawdown Portfolios add risk, while others reduce risk during the same reallocation? Shouldn’t all portfolios add risk at the same time? And likewise, shouldn’t all portfolios reduce risk at the same time? Answer: At Cabana, we reallocate portfolios and the assets that they contain in response to a variety of… Read the full article.