Insights
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Investing in High Yield in a Rising Rate Environment
Since the start of the coronavirus pandemic, the Federal Reserve has implemented several trillion dollars worth of stimulus measures to combat the damage resulting from the massive and sudden halt to the economy.
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When the Sell-Off Ends
At Kensington Asset Management, our top priority is avoiding drawdowns in all types of market conditions. Since the inception of our Managed Income Strategy in 1992, we’ve seen steep declines from the bubble-bursting drawdowns of 2001 and 2008, and in 2020, due to the COVID-19 outbreak.
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To be Uncertain is to be Uncomfortable, but to be Certain is to be Ridiculous
The title above comes from a Chinese Proverb that can be thought of as the philosophical rationale for trend following investment strategies. The only constant, both in life and in investing, is change.
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Trend Following and Tail Risk
The title above comes from a Chinese Proverb that can be thought of as the philosophical rationale for trend following investment strategies. The only constant, both in life and in investing, is change.
