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.
Fourth Quarter 2023 Capital Markets Perspective
December’s 4.5% gain for the S&P 500® capped a run sufficient to erase the losses from 2022, bringing the Index’s two-year annualized return to 1.7%. Thanks are owed to the Magnificent Seven[1], which contributed about 16% of the Index’s 26% gain for the year (the tricky math says the rest of the Index supplied the […]
The Download: 4Q 2023
What a difference a year makes. In 2023, capital markets defied the dire predictions of 2022, and stock prices rose significantly. The economy continued to diesel ahead, and inflation dissipated. What’s not to like? As a risk-first investment manager, at times like these, we feel inclined to remind investors of the other side of the […]
December 2023 Capital Markets Perspective
A cruel October was followed by an ebullient November; the prior month’s losses were fully recouped and then some. Again, it was movement in the 10-year Treasury that was the primary driver of the everything rally. The yield on the 10-year went from 4.88% to 4.37%, and as I write (December 11), sits at 4.11%. […]
November 2023 Capital Markets Perspective
The relentless rise in rates took a toll on investors in October. Frontier’s Director of Investments, Clifford Stanton, CFA, unpacks the dynamics that drove the turbulent month.
The Download: 3Q 2023
One year into the Fed’s rate hike campaign in earnest, “higher for longer” appears to be the new mantra. The economy is stronger than expected, and inflation is stickier. The question is: Are we in a period of change?
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.
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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.