The post-pandemic macroeconomic paradigm has put considerable pressure on the traditional 60/40 portfolio that investors have used as a cornerstone for asset allocation decisions for decades. During the Great Moderation, the period of low economic volatility spanning from the mid-1980’s to 2007,...

Size Matters, But Not in the Way You Might Think At Intrepid, we prefer to operate in less efficient areas of fixed income markets where our skills as credit analysts have the most potential to consistently produce excess returns.

How do you respond when your client asks why their portfolio is down in an up market? By Mark Travis, President & CEO

Be skeptical of both the hype and the groundless vitriol around buybacks. By Mark Travis

FOR IMMEDIATE RELEASE

An investor unprepared for a market crash is like a shopper fighting the mob at Home Depot as a storm bears down.

Which parts of the market are most vulnerable to rising rates, and what can you do to shore up portfolios?

The market is no less expensive than it was a month ago, and I see correlations between todays dangerously high metrics and future volatility.

No one can predict the future, so help your clients ignore all the noise, noise, noise, noise.