TIMELY MARKET UPDATES

Watch: How to Invest Opportunistically and Defensively in a New Investment Paradigm

BCM 2Q20 Market Commentary: The Best of Times and The Worst of Times…

Covid-19 has had a profound effect on all of our lives and seems set to continue to do so for the foreseeable future. We firmly believe that we will prevail over the virus, but it will take more time than any of us want, and the costs in all facets of life have been—and will continue to be—enormous.

A Word of Caution on Fixed Income in the Current Market Environment

A Word of Caution on Fixed Income in the Current Market Environment

Investors of balanced strategic portfolios as well as effective tactical portfolios are now well aware of the benefits of reduced risk during times of market duress. While volatile markets may encourage investors to seek the historical “safe havens” of fixed income and lower risk investments, an unfortunately timed rebalance or re-allocation towards fixed income can be particularly risky in today’s environment.

Watch: How to Invest Opportunistically and Defensively in a New Investment Paradigm

Special Update From BCM Portfolio Manager: Coronavirus and Current Market Conditions

The emergence of COVID-19 and its rapid spread have sparked an exceptional market meltdown and a fundamental restructuring of our daily lives. In this uncertain time, we wanted to provide you with a special video update from BCM’s Portfolio Manager and Managing Partner on the coronavirus and current market conditions.

Technology Sector in the “Work from Home” Economy

Technology Sector in the “Work from Home” Economy

Although none of our investment systems directly incorporate fundamental data, we enjoy contemplating the fundamental narratives reflected in the price trends our systems ultimately find attractive. Our systems are currently quite leery of equity or other risk assets, as we now sit firmly in a bear market induced by the widespread economic halt caused by COVID-19.

From the Desk of the PM – Update on Market Selloff and and Coronavirus Fears

From the Desk of the PM – Update on Market Selloff and and Coronavirus Fears

With the sudden drop in the global equity markets, we thought it might be helpful to remind everyone about where we have been, where we are now, and share some helpful source information.
Before we discuss the virus, let’s go back and remind everyone that U.S. large cap stocks, after demonstrating a decade of leadership, may have gotten ahead of themselves from a valuation standpoint.

Investment Losses in Terms of Percentage, Time and Dollars

Investment Losses in Terms of Percentage, Time and Dollars

What is risk? How do you measure it? In investing, risk can mean a lot of things to a lot of people. Industry professionals would typically answer volatility (VIX), standard deviation, Sharpe ratio, beta, and the list goes on. While those are technically correct, as money managers, we have to think like investors. What does “risk” mean to them?

Changes to the Aggregate Bond Index that Advisors Should Know About: Part Two

Changes to the Aggregate Bond Index that Advisors Should Know About: Part One

In 2018, the Bloomberg Barclays Aggregate Bond Index (BBAB) eked out a whopping 0.01% return and thus preserved a rather remarkable streak of only having one negative year since 1999. What’s new in the evolving construct of the BBAB index, and do you know the risks that are creeping into the bond markets?

Watch: How to Invest Opportunistically and Defensively in a New Investment Paradigm

From the Desk of the PM

It looks like some of the issues we have been concerned about, namely rising interest rates and the trade war, have finally caught up to us. In addition, there have been some high profile missed earnings, bombs being mailed to prominent figures, BREXIT, and Italy’s budget crisis. Discourse at home and abroad is not helping. The result has been that October has been difficult to endure.