Flirting with Models

The Research Library of Newfound Research

Tag: expectations

Expectations with Tactical Equity

Tactical equity strategies are favored in rising rate environments and when the equity markets have large absolute moves.

How to Not Ditch Your Investment Plan

Investing is one part skill and one part discipline. Setting proper expectations can improve discipline and help you not ditch your investment plan.

Outperforming by Underperforming

Long-term outperformance and short-term underperformance are two sides of the same coin. The latter is necessary to achieve the former.

Politics, Investing, and the Rules of the Game

The rules of the game are crucial in politics. Investing is no different. Rules used for portfolio construction should match investor expectations.
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