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Category: Investing

Where the rubber hits the road. Out thoughts, insights and perspectives on the important subject of investing.

Q1 2016: Market Outlook and Strategy Report

May 11, 2016 BY

Today we are releasing our Q1 2016 Market Outlook and Strategy Report.  In this issue,  we review the tumultuous quarter we experienced and its impact on our strategies.

We also provide a discussion of the promise and pitfalls of negative nominal interest rates, the newest addition to the arsenal of the European and Japanese central banks. While we don’t think the U.S. is going to … Read more

Artemis is a Fiduciary!

April 7, 2016 BY

Some good news! If Artemis manages your retirement account, the new DOL rule has no impact on you because we are already a fiduciary and put your interests above our own. And we do so for all of your assets, not just your retirement accounts! Hurrah.

What am I talking about? Yesterday the Department of Labor announced the final version of a new fiduciary rule, which … Read more

Pining for Private Equity – Read This

August 18, 2015 BY

U.S. stock market returns have been stuck in neutral this year due to high valuations and declining profit margins, and returns are expected to remain sub-par over the next years. As such, some folks have been wondering whether they should diversify away from public equities.

Clients have asked us about real estate, angel investing, peer-to-peer lending, buying precious gems, farmland and even artwork.  But the most-often … Read more

Q2 2015: Low Returns and Sequence-of-Returns Risk

August 14, 2015 BY

Today we are publishing our Q2 2015 report in which we provide a review of the market (as usual) and the implications for the strategies we are pursuing for our clients.

This quarter we review the conclusions we made a year ago about low prospective market returns for both stock and bonds over the next decade and expand on some of their implications for investors. In … Read more

Q1 2015 – The Power of Diversification

May 14, 2015 BY

In this report we discuss the rationale for holding a diversified portfolio, even when one market or region of the world is performing much better than others.  We discuss the advantages of diversification, explain why it is a superior investment approach for many, but also why it is not a panacea.  Most importantly we remind the reader that diversification only works when you stick with it … Read more