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Week Ahead
Shocking start of the year has European Equities up, US and Japanese Equities down. The performance of the US Treasuries while the Fed is easing has been easing is the second…
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Week Ahead
The Nasdaq is back on a roll, thanks to excellent results from Broadcom. Bonds have a very negative week, both in the US and in Europe, with yields rising. The Fed…
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Week Ahead
US Equities to new records; outrageous (!) forecast of 7,007 for the S&P 500 by the end of 2025. Bonds turn higher, thanks to lower yields, both in the US and…
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Year Ahead 2025 Part II: Crafting Robust Equity Portfolios
InflectionPoint Robust Equity Portfolio To optimize our portfolio across various market conditions, we employ a regime-based allocation strategy. By identifying four key economic scenarios —’Resilience’, ‘Too Hot’, ‘Crash Landing’, and ‘Immaculate…
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Week Ahead
US Equities cheer the Thanksgiving week with the Dow making another all-time record. Bonds turn higher, thanks to lower yields, both in the US and Europe. This Friday’s November labour report…
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Year Ahead 2025 Part I: Crafting Resilient Fixed Income Portfolios
This post will share our thoughts on how to piece together resilient fixed-income portfolios. What do we at InflectionPoint view as resilient portfolios? They are diversified and robust investments designed to…
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