Assante Team

Markets

Portfolio Construction: A New Season

A New Season

Markets | Mar 31, 2021

What Opportunities are Driving Renewed Investor Optimism? Spring has sprung! While this spring may not have the usual fever, the potential for a normal summer or fall is improving as…

Trending for the Long Term: Portfolio Construction

Trending for the Long Term

Markets | Mar 2, 2021

Market activity in the past few weeks has reminded us of the dangers of speculation. A small number of early investors make vast profits at the expense of a much…

Bubble but for how long: Portfolio Construction

Bubble, But For How Long?

Markets | Feb 1, 2021

Without a doubt, 2020 was a “loss” year. Individually, we lost the ability to live our normal way of life. Globally, currencies lost their purchasing power as central banks added…

Changing Tides Portfolio Construction

Changing Tides

Markets | Dec 31, 2020

Closing out 2020 Last month, global equity markets surged as news around COVID-19 vaccine candidates gave investors hope that an economic recovery was plausible. Regionally, developed international equities provided the…

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