Research & Insights

The Importance of Fixed Income in a Portfolio

The Importance of Fixed Income in a Portfolio

Investing in fixed income is one of the most important parts of portfolio construction, yet it is often overlooked and misunderstood by individual investors.  Fixed income investments are a powerful tool for achieving a portfolio’s objective, serving as the main counterbalance to equities when...

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Dollar Cost Averaging – What is the best approach?

Dollar Cost Averaging – What is the best approach?

Dollar cost averaging is a common investing approach that has proven itself over long time periods.  Put simply, dollar cost averaging means consistently and systematically investing money into an investment. One of the main benefits from dollar cost averaging is that it removes emotion from the...

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The View From Mount Athos – 2021 Outlook

The View From Mount Athos – 2021 Outlook

The View from Mount Athos Investment Newsletter – January 2021 2020 was a wild year.  As we all know, the first global pandemic in one hundred years swept across the planet, ravaging societies and accelerating a number of important trends.  Pandemics are not unprecedented in history.  As Niall...

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Why High-Quality Equities Are Still Attractive

Why High-Quality Equities Are Still Attractive

“Given the current interest rate environment and the projection of such, we think that the inclusion of an interest rate factor in the valuation of equities has become an important facet to consider – equities should no longer be valued in isolation anymore.”1 - Robert Shiller, Nobel Prize...

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“Don’t Fight The Fed”

“Don’t Fight The Fed”

What a year it has been. You have to go back nearly a century to find a similarly disruptive year (the Spanish flu of 1918, The Great Depression starting in 1929 and lasting until 1933, World War I and II). The global coronavirus pandemic has impacted everybody, disrupting daily life in ways most...

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