All Weather Strategy
A. Stotz All Weather Strategies – February 2023
Performance review of our strategies in February 2023 – All Weather Inflation Guard was down 0.7%. All Weather Strategy was down 3.0%. All Weather Alpha Focus was down 1.8%. Global outlook that guides our asset allocation.
Read MoreA. Stotz All Weather Strategies – January 2023
Strong equity rebound in January. Performance review of our strategies in January 2023 – All Weather Inflation Guard rose by 0.9%. All Weather Strategy rose by 2.2%. All Weather Alpha Focus rose by 1.1%. Global outlook that guides our asset allocation.
Read MoreA. Stotz All Weather Strategies – December 2022
Central bankers appear to be raising rates into a recession to stifle inflation; stagflation would be the worst outcome. Demand for necessities (food and energy), inflation, and supply-chain disruptions can drive commodities higher. We see opportunities to allocate to specific sectors and markets within equity. Bonds and gold to protect capital.
Read MoreA. Stotz All Weather Strategies – November 2022
Central bankers appear to be raising rates into a recession to stifle inflation; stagflation would be the worst outcome. Demand for necessities (food and energy), inflation, and supply-chain disruptions can drive commodities higher. Bonds and gold to protect capital.
Read MoreA. Stotz All Weather Strategies – October 2022
Central bankers appear to be raising rates into a recession to stifle inflation; stagflation would be the worst outcome. Demand for necessities (food and energy), inflation, and supply-chain disruptions can drive Commodities higher.
Read MoreA. Stotz All Weather Strategies – September 2022
Inflation continues to race up. Destroyed Nord Stream could worsen the European energy crisis. Central banks are raising rates into a recession.
Read MoreA. Stotz All Weather Strategies – August 2022
The All Weather Strategy: The market expects Fed and the ECB to hike aggressively, even if it causes a recession. Europe’s energy crisis is far from over.
Read MoreA. Stotz All Weather Strategies – July 2022
The All Weather Strategy: Global upheaval as ESG policies backfire. Fed hiked 0.75% and the definition of a recession was changed.
Read MoreA. Stotz All Weather Strategy – June 2022
The All Weather Strategy: Inflation and recession concerns were in focus. Performance: On par with a 60/40 portfolio in June. War in Ukraine, recovery demand, and supply-chain bottlenecks to drive commodities and gold.
Read MoreA. Stotz All Weather Strategy – May 2022
The All Weather Strategy underperformed a traditional 60/40 portfolio by 0.3% in May 2022. War in Ukraine, recovery demand, and supply-chain bottlenecks to drive commodities and gold.
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