Market Update – 1st Half 2022
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Several factors pressured both stocks and bonds in the first half of 2022, resulting in a particularly difficult period for “60/40” style portfolios.
Sage Mountain 2022 Outlook
For “risk-on” financial markets, 2021 continued the strong rebound engineered by policymakers responding to the pandemic’s ill economic effects.
What to Consider When Rebalancing a Portfolio: Riding Performance or Staying on Target?
Research from William Bernstein suggests that "rebalancing works best with volatile, uncorrelated assets whose returns are roughly similar"