by ivm_wpadmin | Oct 27, 2020
Some factors regularly outperform after US Presidential Elections: Value, Small Cap and High Volatility tend to outperform following a Presidential electionWhile Growth, Momentum, and Quality consistently underperformThis is due to new economic packages stimulating...
by ivm_wpadmin | Oct 26, 2020
Recently while working on some analysis for a client looking into product development within the International Large Cap Equity, I was surprised to see that post negotiated fees in the mandate had actually increased during the first half of 2020. Previously we have...
by ivm_wpadmin | Sep 23, 2020
Asset allocation is the foundation to constructing and optimizing an investment portfolio, and the core driver for performance. In the current economic environment, the complexity of managing performance and risk exposure against market volatility make it especially...
by ivm_wpadmin | Aug 5, 2020
What’s Your Prior? Value investing vs growth investing; of the two, you are probably more familiar with the Value approach. Value investing is the tried and true investment strategy of buying stocks that the markets (temporarily) prices below their intrinsic worth,...
by ivm_wpadmin | Jul 23, 2020
The first two quarters of 2020 have been very turbulent for equity markets while the fixed income market has remained steady. With all the volatility in the equity markets, it’s essential to review which active managers have been able to navigate these confusing...
