Integrating High Yield Bonds into a Fixed Income Portfolio
Introduction into a Diversified Fixed Income Portfolio Hemispheres Investment Management offers a Core-Plus Bond Strategy. The “Core” portion of the portfolio consists of a highly diversified portfolio such as found in the Bloomberg Aggregate Bond Index. The “Plus” component of the portfolio represents strategic allocations that Hemispheres views as offering compelling potential investment returns. When […]
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Investing Based on Interest Rate Movements
Introduction to Interest Rate Movements Interest rates are one of the most important factors affecting the economy and the outlook for asset class performance. When interest rates rise, borrowing costs increase, which can reduce consumer spending and business investment, leading to lower economic growth. Conversely, when interest rates fall, borrowing costs decrease, which can stimulate consumer […]
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Key Insights on Sector Comparison
Introduction Given the recent market correction, many analysts have discussed the possibility of a recession. This concern is leading to a reevaluation of sector weightings in portfolios. Hemispheres Investment Management (HIM) is a Global Investment Manager. The firm’s flagship product is Global Equities. HIM manages portfolios utilizing both a value and a quality approach. The […]
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Correction vs Bear Market
Introduction Global stock markets during the week 7/29/2024 – 8/2/2024 experienced heightened volatility and a decline in index values. Returns for the week and year-to-date for the US markets appear in the table below. Index Weekly Return YTD Return DJIA -2.1% 5.4% Nasdaq -3.4% 11.8% S&P 500 -2.1% 12.1% Russell 2000 -6.7% 4.1% The CBOE […]
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Sector Rotation Strategies
Understanding Sector Rotation Sector rotation involves dynamic allocation of investments to diverse sectors (or industries) of the economy. The goal of sector rotation is to benefit from market and economic trends. The sectors include Technology, Communication Services, Materials, Consumer Staples, Consumer Discretionary, Industrials, Energy, Utilities, Health Care, Financials, Transportation, Real Estate, etc. Historically certain sectors […]
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