January 2018: IPC Private Wealth Manager Insights
Featuring short audio interviews with our IPC Private Wealth investment specialists.
| An Important Portfolio Element |
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| Sometimes quantitative modeling can feel like a black box. Tim provides some clarity by sharing an example of when a trend-following model recognized a potential downturn ahead of the herd. He also highlights how this approach can complement a portfolio and help mitigate risk Mount Lucas Management is responsible for managing the North American Sector Rotation and Global Trend Strategy mandates. |
| Oppurtunity Exists in Retail |
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| This quarter, Kim shares what worked well following a recovery in the Energy sector. She also discusses e-commerce hype and how unique consumer experiences are revealing pockets of value within the retail sector. Sionna is responsible for managing the North American Value equities mandate. |