Our investment team provides insights on asset allocation and the investment markets designed to help investors improve their investment outcomes.
Whither the 60/40 Portfolio?
GWI questions the efficacy of the traditional 60/40 balanced portfolio in the current environment.
GWI examines the unprecedented disparity between Growth stock and Value stocks and surmises that it may be a once-in-a-lifetime opportunity for value investors.
Rivers, Market Volatility and Whipsaws
GWI examines recent stock market volatility and illustrates how mechanical trading models would have underperformed a buy-and-hold strategy through the COVID-19 crisis.
Managing your portfolio during volatile times
Examines historical market declines and illustrates the resiliency of the markets.
Game plan for managing investment market volatility
Provides a game plan for managing your portfolio during periods of extreme volatility.
Ghost in the machine – Pairing artificial and human intelligence
Discusses how quantitative investment strategies such as big data and machine learning can co-exist with traditional active portfolio selection to provide better diversification and portfolio efficiencies.
Capital market assumptions – Peeking inside the crystal ball
This piece discusses how GWI generates and utilizes capital market assumptions to reflect our forward-looking beliefs, risks and return potential for the asset classes in which we invest.
Invest with style
GWI examines the dominant out-performance of the growth style of investing relative to value over the past decade.
Whither the victors?
An examination of the trade war with China and the corresponding investment market effects.
Emerging market equities — From emerging to mainstream
Emerging market equities are under‐allocated to by investors relative to their world market cap and may provide an opportunity for outsized returns.
Be patient, be brave
Examines stock returns over various holding periods.
What’s behind the curtain in your passive bond portfolio?
Bond indexes funds have become significantly more risky over the past 10 years.
Considerations for commodities investments
Discusses the benefits and challenges of allocating to commodity investments.
Fed liquidity and active management
Explores the relationship between Federal Reserve liquidity and the performance of active management relative to the performance of index funds.
Portfolio rebalancing — Less is more
GWI analyzes various rebalancing frequencies to determine how often investors should rebalance their portfolios.