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Considering Uncorrelated Sources of Return

The last decade has been anything but normal for investors. Nothing since the end of the Great Recession and the start of the bull market has played out like previous versions of history. Call it the “new normal” or whatever you’d like, but most of the rules with regard to asset management and portfolio construction have been thrown out the window.

And that includes rules about diversification.

With the current market, investors are facing a quandary with traditional asset classes such as stocks and bonds. And in that puzzle, the answer may be looking beyond what’s normal.

High Prices & Rising Rates

We’re at a weird crossroads these days when it comes to our portfolios. That’s because both stocks and bonds are in very unique positions.

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