Category: Bonds

28 Sep 2021

How are Endowments Posting the Eye Popping Returns

If you haven’t seen some of these Endowment returns over the past “year” being reported recently… take note: Duke University’s endowment returned 56% in fiscal 2021, the latest U.S. college to post eye-catching gains thanks to soaring public markets and investments in private assets https://t.co/xt5ZTwZhjI — Bloomberg Markets (@markets) September 25, 2021 Here’s the InsideHigherED […]

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14 Sep 2021

What is Return Stacking?

A new paper by Rodrigo Gordillo and Adam Butler of Resolve Asset Management and Corey Hoffstein of Newfound Research is out this week, purporting to add a new term to the investing lexicon – “Return Stacking.”   What? What is return stacking, and what are stacked returns? Well, you can download the full paper here […]

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08 Sep 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: August 2021

Welcome to the dog days of summer… unless you’re U.S. equity markets, which again posted a new all-time high. That’s seven months in a row of relatively straight-up action for equities. When will it end and How will it end? are the questions on everyone’s mind. Elsewhere, Commodities took a little hiatus, along with bonds […]

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01 Sep 2021

The Cockroach Fund, Congratulations, and Collaboration

While there are articles about 12-year-olds making millions minting NFTs these days – it’s good to know there may still be a place for good old-fashioned hard work. Enter Jason Buck and Taylor Pearson of Mutiny Funds (www.mutinyfund.com), who successfully launched their newest venture – the Cockroach Fund. Running an asset management firm is no […]

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03 Aug 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: July 2021

More of the same for the asset class scoreboard in July, as US real estate, US stocks, and Commodities all led the way – further cementing their double digit returns for the year (and adding quite a bit to the inflation narrative making the rounds.  The biggest surprise, perhaps, was bonds putting in a strong […]

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12 Jul 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard – H1 2021

The Q2 numbers are in  – and there’s just no stopping commodities, it seems, as they put in another three months of gains to lead all assets YTD as we hit halftime in this game of markets. Is this the inflation we’ve all been fearing for the past 40 years come to life?  We put […]

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11 Jun 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: May 2021

Not much to report on with the old asset class scoreboard if you like change. All of the asset classes we track put up positive returns in May, for the 2nd straight month, meaning it was more of the same in terms of the year – with all the risk on assets: commodities, real estate, […]

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