You can see more when you’re on the leading edge
In our more than 20 years developing risk-managed, downside-first investment strategies, Frontier Asset Management has also developed our own way of viewing and evaluating the world around us. We share our knowledge and perspectives to help you make informed, well-rounded decisions for your clients and for your business.
September 2022 Monthly Capital Markets Perspective
According to The Conference Board[1], corporate leaders’ expectations have plummeted to levels consistent with past recessions, matching that of the early COVID-19 days and reaching a degree of pessimism only surpassed in recent decades during the tech implosion of the early 2000s and the 2008 Global Financial Crisis. And yet the job market, while cooling […]
What are managed futures anyway? Yung-Shin Kung – Credit Suisse
Stocks down, bonds down, managed futures up! What are managed futures, how do they work, and why are they performing so well in this “everything down” environment? To answer these questions, we go right to the source – Yung-Shin Kung, Head of Quantitative Strategies, & Portfolio Manager of the Credit Suisse Managed Futures fund. Tune in and listen up, this is something totally different!
EP 16: Have you ever wondered how much gold can fit into a swimming pool?
In this podcast, we interview Max Belmont, Associate Portfolio Manager for the First Eagle Gold fund. What does First Eagle know about gold?
EP 15: This is not your grandfather’s growth vs. value debate. (Guest: Brad Neuman, CFA, Director of Market Strategy, Alger)
While this podcast does hover around the growth vs. value debate, we will hone in on the misunderstanding of innovation and how a simple financial reporting measure can cause trillions of investor dollars to be misallocated.
EP 14: 2022 Kick Off – What the Heck is Going on Now? (Guest: Rob Almeida, Global Strategist, MFS Investments)
High asset prices, inflation, the Fed…we address it all in this sprawling synopsis of what the heck is going on in capital markets.
Ep 13: What is Advisors Alpha? (Guest: Brandon Jansma of Prudential Securities)
Can we deconstruct Advisors Alpha? This is a first. We interview an investment advisor – Brandon Jansma.
EP 12: Do Valuations Matter? (Guest: Gary Miller, CFA – Founder of Frontier Asset Management)
With U.S. equity markets so overvalued – if you believe traditional valuation metrics – we check in with Gary Miller, CFA.
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Notes
Past performance is no guarantee of future returns. Performance discussed represents total returns that include income, realized and unrealized gains and losses, but gross of advisory fees. Nothing presented herein is or is intended to constitute investment advice or recommendations to buy or sell any types of securities and no investment decision should be made based solely on information provided herein. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for an s investor’s financial situation or risk tolerance. Diversification and asset allocation do not ensure a profit or protect against a loss. All performance results should be considered in light of the market and economic conditions that prevailed at the time those results were generated. Before investing, consider investment objectives, risks, fees and expenses. Frontier may modify its process, opinions and assumptions at any time without notice as data is analyzed.
Exclusive reliance on the above is not advised. This information is not intended as a recommendation to invest in any particular asset class or strategy or as a promise of future performance. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Assumptions, opinions and estimates are provided for illustrative purposes only. They should not be relied upon as recommendations to buy or sell any securities, commodities, treasuries or financial instruments of any kind. This material has been prepared for information purposes only and is not intended to provide, and should not be relied on for, accounting, legal, investment or tax advice. Frontier provides model strategies to various investment advisory firms and does not manage those models on a discretionary basis. The performance and holdings of model strategies may vary from strategies managed by Frontier.
Frontier Asset Management is a registered investment adviser with the U.S. Securities and Exchange Commission; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Additional information about Frontier and its investment adviser representatives is available on the SEC’s website at www.adviserinfo.sec.gov.
Frontier’s ADV Brochure and Form CRS are available at no charge by request at info@frontierasset.com or 307.673.5675 and are available on our website www.frontierasset.com. They include important disclosures and should be read carefully.