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OWN GOLD AS A LONG-TERM PORTFOLIO DIVERSIFIER STRATEGAS ANALYZED GOLD’S CORRELATION TO SEVEN ASSET CLASSES: LARGE CAP, SMALL CAP, INTERNATIONAL EQUITY, EMERGING EQUITY, AGGREGATE BOND, HIGH YIELD, OIL, U.S. DOLLAR HIGHER POSITIVE CORRELATIONS WITH ALL BUT ONE ASSET CLASS OVER LAST YEAR MUCH LOWER CORRELATIONS WITH ALL ASSET CLASSES OVER PREVIOUS TEN YEARS NEGATIVE CORRELATION […]
Working remotely has changed the way Strategas’ management interacts with colleagues, especially younger ones.
Jason Trennert says the wide policy differences between Biden and Trump call for different portfolio strategies post-election.