Chief Investment Officer Robert Michaud is joined by Senior Research Analyst Joy Zheng to discuss the past quarter's markets and a look ahead.

"Markets changed character to broad-based optimism relating to the economy. The economic picture began to come into focus with inflation continuing to moderate as the economy maintains steady growth and employment. The result was a stark turnaround for economically integrated or interest rate sensitive assets, which resulted in a great quarter for diversified multi-asset portfolios." 

Read our latest Quarterly Commentary 'Shifting Tides: Broad-Based Optimism Fuels Market Momentum'.

“The dramatic rise in interest rates has led some investors to pull money out of investment accounts and into cash, often in the form of Treasury Bills and money market funds."

New Frontier's latest article explores the appeal of cash and its role in an optimized portfolio.

Dr. Richard Michaud, CEO of New Frontier, has released his latest book, Finance’s Wrong Turns: A New Foundation for Financial Markets, Asset Management, and Social Science published by Palgrave Macmillan. 

Dr. Michaud's newest book offers a provocative analysis of what the investment industry gets right and what it gets wrong by drawing on sociological principles that guide investor behavior, and his decades of experience as an asset manager. Michaud invites analysts, advisors, and institutional portfolio managers to consider new and improved strategies on behalf of their clients.

"Retirement is fraught with uncertainty. Individuals approaching retirement face a variety of questions regarding their families, their health, and long-term market uncertainty. Financial planners must answer questions from clients seeking guidance including how much an investor needs to have saved at retirement to maintain their current level of inflation-adjusted income.

New Frontier’s Dr. David Esch addresses recent questioning over the relevance of the"4% rule in today's market environment, and what sustainable withdrawal rates might be appropriate for different types of income-oriented investors.

"Academics may disagree on precise definitions of value or growth, but in industry there are even wider differences within value and growth categories — every investment product seems to have its own rules to sort and rate equities on growth or value.  "

New Frontier's Investment Committee provides an overview of value and growth factors, how they should be analyzed, and their roles in an optimized portfolio.