Tag: constant maturity
Rolling over bonds versus holding is a difficult decision with rising rates. We explore the tradeoffs by looking at changes in price, coupon and duration.
About Newfound
While other firms focus on alpha, our first focus is on managing risk.
We know investors care deeply about protecting the capital they have worked hard to accumulate. And as investors approach and enter retirement, managing "sequence risk" becomes even more important.
Newfound Research is a quantitative asset management firm with a focus on risk-managed, tactical asset allocation strategies. We were founded in August 2008 and are based out of Boston, MA.
We work exclusively with institutions and financial advisors.
Tactical Asset Allocation: Opportunistically adapt and rotate portfolio exposures away from areas of perceived weakness.
We know investors care deeply about protecting the capital they have worked hard to accumulate. And as investors approach and enter retirement, managing "sequence risk" becomes even more important.
Newfound Research is a quantitative asset management firm with a focus on risk-managed, tactical asset allocation strategies. We were founded in August 2008 and are based out of Boston, MA.
We work exclusively with institutions and financial advisors.
Tactical Asset Allocation: Opportunistically adapt and rotate portfolio exposures away from areas of perceived weakness.
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Should we celebrate rising rates?
By Corey Hoffstein
On November 28, 2016