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AllQuant
Jun 1, 20234 min read
Multi-Strategy Model Portfolio Market Wrap - May 2023
The AQ multi-strategy model portfolio is up +0.6% for May 2023 and +7.0% year to date.
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AllQuant
May 5, 20233 min read
Your T-Bills Are Maturing, What's Next?
T-Bills were the golden opportunity last year. However, they are maturing soon and yields have come down. Here's the next golden opportunity
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AllQuant
May 1, 20234 min read
Multi-Strategy Portfolio Market Wrap - April 2023
The AQ multi-strategy model portfolio is up +2.3% for April 2023 and +6.4% year to date.
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AllQuant
Apr 29, 20232 min read
Retirement Journey Update for Apr 2023
April was a dull month, with a bit of excitement towards the end when First Republic Bank went into freefall.
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AllQuant
Apr 24, 20233 min read
A Perfect Barbell Strategy
Today's high-interest rate environment allows for this unique barbell portfolio that protects capital and potentially delivers high returns.
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AllQuant
Apr 2, 20232 min read
Retirement Journey Update for Mar 2023
March was a roller-coaster month. When Silicon Valley Bank collapsed, it set off a chain of bank failures that resurrected the ghost of GFC.
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AllQuant
Mar 1, 20232 min read
Retirement Journey Update for Feb 2023
Inflation worries came back to haunt markets in February, hitting all asset classes.
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AllQuant
Feb 1, 20232 min read
Retirement Journey Update for Jan 2023
Almost like clockwork, the new year marked a significant shift in markets as fortunes shift among the various asset classes.
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AllQuant
Jan 2, 20232 min read
Retirement Journey Update for Dec 2022
December felt like a return to the market dynamics in the first half of the year when almost all asset classes dropped.
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AllQuant
Dec 2, 20222 min read
Retirement Journey Update for Nov 2022
A macro shift occurred in November after CPI came in convincingly lower than forecast for the first time. Bonds and gold benefitted greatly.
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AllQuant
Nov 1, 20222 min read
Retirement Journey Update for Oct 2022
October marked a relief from the carnage in September although it was more for risky assets. Volatility collapsed as the VIX dropped.
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AllQuant
Oct 2, 20222 min read
Retirement Journey Update for Sep 2022
September turned out to be worse than August. All asset classes slumped. Even soft commodities could not escape the carnage.
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AllQuant
Sep 1, 20222 min read
Retirement Journey Update for Aug 2022
This month, all asset classes dived. Sentiments are back to where they were early this year after Jackson Hole with a hawkish Jerome Powell.
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AllQuant
Jul 31, 20223 min read
Retirement Journey Update for Jul 2022
Markets were already undergoing a rebound from the sharp sell-off in June when Jerome Powell added fuel to the fire towards the end of July.
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AllQuant
Jul 1, 20223 min read
Retirement Journey Update for Jun 2022
Asset classes continue to be highly correlated to the downside with stocks and REITS taking the most hit. Safe-haven assets were also down,
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AllQuant
Jun 1, 20222 min read
Retirement Journey Update for May 2022
Market sentiments turn around near the end of the month as Fed tampered down rate hike expectations of 75 bps or more which the market price
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AllQuant
Apr 30, 20222 min read
Retirement Journey Update for April 2022
April was a terrible month for equities. But what made April a truly horrible month is that almost all other asset classes went down badly.
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AllQuant
Apr 1, 20223 min read
Retirement Journey Update for March 2022
The US Federal Reserve kicked off the much expected first rate hike and penciled in another 6 more quarter-point hikes for this year.
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AllQuant
Mar 1, 20223 min read
Retirement Journey Update for February 2022
The volatility persisted into February on the backdrop of rising inflation. This continued to add pressure across most asset classes.
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AllQuant
Feb 1, 20222 min read
Retirement Journey Update for January 2022
The year started on a sour note marked by a volatile month with almost all asset classes in the red. See how our multi-strategy performed.
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