Key Takeaways Markets rose at the start of the quarter before dramatically reversing and ending down as a complex mixture of high inflation, aggressive central bank actions, and escalating geopolitical tensions affected performance. For the first time in modern history, both bonds and stocks experienced concurrent bear markets, leading to historical losses of total global w ...

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By Sharath Malkani

Don’t Panic In the face of pessimism about the possibility of a recession and the Fed’s efforts to curb inflation at any cost, many investors may be worried. An analysis of the historical data from past recessions suggests that waiting for favorable market conditions could leave an investor at a disadvantage, compared to those who remain in, or enter, the market, irrespective ...

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By Joy Zheng

Bond investing has been challenging in 2022 due to historic macroeconomic events and significant interest rate hikes by the US Fed. The velocity of the yield change YTD has been stark, as illustrated below. For example, after an increase of nearly 200 bps through mid-June - with 10-year Treasury yields reaching 3.49% on June 14th - long-term yields declined by 90 bps in just th ...

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In spite of high inflation, political gridlock and persistent supply chain issues, the US continues to see strong performance relative to other international markets. In this article, we attempt to elucidate why international exposures should still be part of an optimized portfolio, how international and emerging markets differ in make-up from US markets, and how factors such a ...

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Key Takeaways Both equity and fixed income were under pressure with heightened volatilities, as worries over inflation and a possible recession spread. Consistent with broad markets anticipating a recession, New Frontier ETF portfolios saw negative returns this quarter, with different risk profiles performing as expected relative to the target risk level. For long-term inv ...

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By Sharath Malkani

Key Takeaways: Historical one year returns after bear market events are higher on average compared to overall market history. Market volatility during the year following a bear market event is higher, and uncertainty of the 1-year return is also higher. For long-term investors, staying invested during a bear market rather than acting on the worst possible outcomes can be a ...

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By Joy Zheng

Key Takeaways The first quarter was challenging for equity and especially fixed income investing against the backdrop of unexpectedly high inflation and rising rates resulting in elevated market volatility. Consistent with broad markets, New Frontier ETF portfolios delivered negative returns this quarter. Global Core and Tax-Sensitive performed in line and Multi-Asset Incom ...

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By Joy Zheng

Key Takeaways • Against the backdrop of rising inflation and a new variant of coronavirus, global equity markets proved remarkably resilient, ending the year strongly with double-digit returns. • New Frontier’s entire suite of ETF portfolios delivered positive returns in Q4, adding to the strong annual performance. • Consistent with major trends for the year, U.S. large-cap ...

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Many have been concerned about recent heightened volatility in US markets. Indeed, the CBOE Volatility Index (VIX) attained a high of 38.94 on Monday, January 24, 2022, a level not seen since October of 2020, and US indices had extreme intra-day movement on several days during the same week. Some of this volatility may be driven by anticipation of rising interest rates, but int ...

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Key Takeaways U.S. markets remain strong year-to-date as stock markets hit record highs more than 50 times this year before losing momentum in early September amid growing uncertainty over economic growth. U.S. equities returns within the portfolios were relatively muted this quarter with gains from large cap stocks partially balancing out losses from small caps. Developed ...

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