FROM OUR INVESTMENT COMMITTEE: A Look At The Market + The Impact of Inflation

INVESTMENT INSIGHTSDOWN MARKET RESOURCES
Written By Georgia Hussey

MODERNIST’S ASSET CLASS INVESTING PORTFOLIOS ARE STRATEGICALLY INVESTED WITH A FOCUS ON LONG-TERM PERFORMANCE OBJECTIVES. PORTFOLIO ALLOCATIONS AND INVESTMENTS ARE NOT ADJUSTED IN RESPONSE TO MARKET NEWS OR ECONOMIC EVENTS; HOWEVER, OUR INVESTMENT COMMITTEE EVALUATES AND REPORTS ON MARKET AND ECONOMIC CONDITIONS TO PROVIDE OUR INVESTORS WITH PERSPECTIVE AND TO PUT PORTFOLIO PERFORMANCE IN PROPER CONTEXT.

Wondering what on Earth is happening with the markets recently?

Our Investment Partner Kevin Grogan, Managing Director of Investment Strategy, shares a broad perspective of what has happened, why it happened and the implications for investors.

And what does all this talk about inflation mean for your portfolio?

Stocks can seem risky, but historically, they’ve significantly outpaced inflation.

Learn how investments in lower volatility assets (like cash & Treasury bonds) present a different and often invisible risk: the challenge of outpacing inflation.

Check out this video from one of our investment partners: Dimensional fund advisors to see the data come to life:

 

“Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Ireland Limited, DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., Dimensional Japan Ltd., and Dimensional Hong Kong Limited. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.

Georgia Hussey
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