Using Quantitative Signal Data for Portfolio Management

The vast majority of asset management companies today use model portfolios. Model portfolios, which surged to a record $7.7 trillion in assets in early 2025, offer a way for advisors to outsource portfolio construction and rebalancing. The proliferation of model portfolio construction for different client profiles is a growing trend driven by efficiency, scalability, and … Read more

Is It Time to Get Back to Basics?

I feel deluged lately by webinars and events touting investments in gold and precious metals. One theory pushed to support investment in these industry groups is that 1974 is here again.  They claim it is inevitable that the market will tank further as the economy plunges into stagflation, a deeper recession accompanied by huge inflation … Read more