Flirting with Models

The Research Library of Newfound Research

Tag: expectations

Expectations with Tactical Equity

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On May 8, 2017

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

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On November 21, 2016

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

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On November 7, 2016

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

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On March 14, 2016

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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