Weekly Market Review
In this recap, we summarize market performance and market moving news from the prior week.
This presentation compares performance of active management across investment styles vs. corresponding indexes, illustrates how positioning by active managers may have driven quarterly outperformance or underperformance, and interprets results and relevance for due diligence teams.
Investing involves risks. Some investments have more risk than others. Fixed income investments are subject to interest rate risk, where their value will decline as interest rates rise. The investment return and principal value will fluctuate and the investment, when sold, may be worth more or less than the original cost. Past performance is not a guarantee of future results. Asset allocation and diversification do not assure a profit or protect against loss in declining markets.
Since no one manager/investment program is suitable for all types of investors, this material is provided for informational purposes only. Clients' investment objectives, risk tolerances, and liquidity needs must be reviewed before introducing suitable manager/investment programs. There is no guarantee portfolio managers will achieve their objectives. For tax advice, clients should consult their tax professional regarding their particular situation.