FolioBeyond’s ETF-based Fixed Income Models returned 9.92% and 7.57% in its dynamic volatility and static volatility versions, respectively, in 2023. These returns surpassed…
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FolioBeyond's algorithmic Fixed Income strategy returned +0.09% and +0.03% in its dynamic and static volatility versions, respectively, in August. The strategies outperformed…
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It’s that time of year again – year-end review time, that is. While we have tried in our notes over the past twelve months to provide perspective on market movements, the end of the calendar year is everyone’s standard measure for how portfolios have done. So here we go…
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We read a lot of content day-in and day-out on markets, performance, relative value across sectors, Fed policy, credit performance in fixed income, inflationary trends, etc. Watching Bloomberg News for their pre-market…
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FolioBeyond's algorithmic Fixed Income strategy returned +0.09% and +0.03% in its dynamic and static volatility versions, respectively, in August. The strategies outperformed…
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Looking at the performance of an overall portfolio, we analyze the holdings in the portfolio to understand what drives returns. Varying forces can explain return differentials…
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FolioBeyond's algorithmic Fixed Income strategy returned +0.82% and +0.86% in its dynamic and static volatility versions, respectively, in July. Year-to-date, the strategies have outperformed a comparable risk bench..
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The well-known neo-Keynesian economist Arthur M. Okun, who served as the chairman of the Council of Economic Advisers between 1968 and 1969, wrote a piece for the Brookings…
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It was another month of divergent returns across sectors of the Equity markets. ETFs with a focus on US and International Developed (“DM”) Small-cap…
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FolioBeyond's algorithmic Fixed Income strategy returned +0.74% and +0.37% in its dynamic and static volatility versions, respectively, in April. The strategies generally kept up with the modest rebound…
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April saw all sectors of the Equity markets in positive territory, adding to what had already been a solid first-quarter performance. And for the first time in the last six…
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FolioBeyond's algorithmic Fixed Income strategy returned -0.12% and -0.32% in its static and dynamic volatility versions, respectively, in March. The strategies continued their historical outperformance…
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MSCI, which we reference for their All Country World Index ("ACWI") as our global Equity benchmark, offers a myriad of relevant indices, starting at the country level…
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FolioBeyond's algorithmic Fixed Income strategy returned -0.13% and -0.71% in its static and dynamic volatility versions, respectively, for February. The strategies outperformed the Bloomberg…
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This month, the two themes in our title have dominated the financial news cycle and have gained strength this year. Reflation is the general concern that all of the fiscal…
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The financial media has been fixated on the GameStop (ticker: GME) saga and all that might mean for financial markets going forward. The democratization of finance?…
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FolioBeyond’s algorithmic Fixed Income strategy returned -0.08% and -0.33% in its dynamic and static volatility versions, respectively, for January. In comparison, the Bloomberg…
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While 2020 is a year many of us would like to forget, there were things we took away from the investment world and our management of your portfolios…
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FolioBeyond’s algorithmic Fixed Income strategy returned +0.89% and +0.59% in its dynamic and static volatility versions, respectively, for December. As a reminder, the dynamic…
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If you are like most prudent investors, you expect your financial advisor to always be on the lookout for new products and tools that can potentially improve return…
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