Return Stacked® Portfolio Solutions
This post outlines two inflation‑oriented stacks, a directional inflation beta sleeve and an inflation convexity sleeve, that can be added to a 60 / 40 portfolio to help preserve real wealth when price levels move unexpectedly.
This post examines an Absolute Return stack that layers diversifying return streams over a core 60 / 40 portfolio. The objective is steadier performance and a higher information ratio so that clients remain confident regardless of market direction.
This article explores the relevance of leverage in investment strategies amid higher interest rates. The decision to use leverage should be based on the expected returns of assets rather than current interest rates.
The implementation of return stacking allows investors to solve some potentially pressing problems faced in portfolio construction. In this article, we explore four case studies that showcase some of the most utilized methods to introduce return stacking to a portfolio.
This article explores a hypothetical example of a return stacked strategy and how the composition of the strategy can impact the after-tax returns of the portfolio.
In this article, we’ll explore a portfolio construction approach that utilizes basic diversification concepts with Return Stacking to help minimize adverse economic impacts while maximizing chances of business success.