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.
Why active management is earning its keep
As indexes grow more concentrated in a handful of stocks, active managers like First Eagle Global are proving the value of true diversification.
Third Quarter 2023 Capital Markets Perspective
It was a challenging month and quarter for capital markets, with the start of the automotive strike, an increase in energy prices, and talk of a government shutdown that did not happen.
Three steps to prepare for capital gain season
1. UNDERSTAND Every year, mutual funds and some ETFs are required to distribute recognized capital gains during the fiscal year. By actively managing a fund or replicating a defined benchmark, actively selling a stock (or bond) for a price higher than paid initially may lead to realized net capital gains. For taxable investors, these distributions […]
Set my losses free! Tax-loss harvesting across fixed income funds
The final quarter of the year brings a change of seasons with vibrant fall foliage, football games, Thanksgiving celebrations, and the conclusion of the calendar year. For financial advisors, this marks the period when they may look for tax-loss harvesting opportunities within taxable accounts, with a focus primarily on equity and equity-oriented investments. Discussions and […]
September 2023 Capital Markets Perspective
August was a rough month for capital markets, with the threat of an automotive strike looming and increasing tensions with China keeping investors on edge. But there are always things to worry about, and for now…the U.S. economy is in solid shape.
Winners and Losers with Henrik Strabo of Rainier International Discovery
Many of you may have never heard of the Rainier International Discovery Fund. However, Henrik Strabo, the founder and lead portfolio manager of this fund has been managing portfolios for over 30 years. Henrik is steeped in experience and joins us to discuss how changes around the world can lead to winning investments, and to losers.
Surprises often scare investors. However, when changes occur, this can often mean opportunities for some businesses, and losses for others.
Today, we have our fair share of change to deal with. Think, onshoring, energy transition, AI, political changes, Fed policy, inflation, interest rates, and so on. And sweeping changes appear to be accelerating, or at the very least a constant.
When the outlook looks the most cloudy – full of unpredictable change – is often when the best opportunities can arise. So, tune in to hear more about how to capitalize on change, or more importantly, how to avoid the losers.
August 2023 Capital Markets Perspective
Both consumer and investor confidence jumped in July, reflecting accelerating economic growth and decelerating inflation. Second quarter GDP (Gross Domestic Product) came in at 2.4%, well above expectations for 1.8% growth, and above the first quarter print of 2%, with both consumers and businesses doing their part. And currently, the Atlanta Fed GDPNow estimate for […]
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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.