The Role of Emerging Market Bonds in a Core-Plus Bond Strategy
Introduction In today’s complex global economy, investors are constantly seeking opportunities to enhance returns and diversify their portfolios . One asset class that continues to have bright prospects is emerging market bonds. These bonds, issued by governments and corporations in developing economies, offer unique opportunities for potential higher returns, and can be an effective component […]
Read MoreNavigating Volatility: How Hemispheres’ Investment Management Strategies Protect and Grow Your Wealth in Uncertain Markets
Understanding Market Volatility Market volatility, often characterized by rapid and unpredictable price fluctuations, is an inherent feature of the financial markets. This volatility can create both opportunities and challenges for investors. Therefore, it is essential to understand the nature and potential impact of volatility on investment portfolios. Why is Volatility a Concern? Volatility can lead […]
Read MoreFrequently Asked Questions Relating to Global Investing
Global investment products buy securities in the United States as well as in over 47 countries with investible stock markets. This differs from international funds that exclude the United States markets. In global investment, managers can allocate between the US and other markets opportunistically. Hemispheres Investment Management’s flagship investment product is its Global Equities product. […]
Read MoreMost Common Questions about Domestic Equity Strategies: What Investors Need to Know
Domestic equity strategies offer investors exposure to U.S. stock markets, often a key part of a well-diversified portfolio. These strategies focus on U.S.-based companies, but they vary significantly in their approaches, ranging from growth and value stocks to small-cap and large-cap investments. Understanding these strategies is crucial, especially when economic factors, such as rising interest […]
Read MoreFixed-Income FAQ and How Hemispheres Core-Plus Bond Strategy Blends Stability with Strategic Opportunity
Fixed-income investing is a cornerstone of many portfolios, offering the potential for stability, income generation, and reduced volatility. One such fixed-income strategy is the Hemispheres Core-Plus Bonds Portfolio, which blends a solid foundation of investment-grade bonds with strategic allocations designed to capitalize on market inefficiencies. In this blog, we’ll explore the details of the Hemispheres […]
Read MoreHemispheres Domestic-Plus Equities Strategy
Hemispheres Investment Management offers a Domestic-Plus Equities Strategy. The “Core” portion of the portfolio consists of a highly diversified portfolio such as found in the Russell 3000 Index. The index is part of the FTSE Russell Group and is the basis for both the Russell large-cap Russell 1000 index and the small-cap Russell 2000 Index. The […]
Read MoreIntegrating 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 […]
Read MoreInvesting 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 […]
Read MoreKey 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 […]
Read MoreCorrection 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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