"After two years of fighting inflation amid fears of recession, markets and policy makers appear unified in their sanguine outlook. While interest rate increases designed to slow economies may well be nearing an end, markets are never without risk. The final quarter of 2023 marked a change in expectations, and economic inflection points are a time to think deeply about what’s driving markets." 

Read our latest Quarterly Commentary 'The Turning Tide' that explores recent market resilience amid challenges and advocates for cautious optimism with strategic risk management.

“The dramatic rise in interest rates has led some investors to pull money out of investment accounts and into cash, often in the form of Treasury Bills and money market funds."

New Frontier's latest article explores the appeal of cash and its role in an optimized portfolio.

Dr. Richard Michaud, CEO of New Frontier, has released his latest book, Finance’s Wrong Turns: A New Foundation for Financial Markets, Asset Management, and Social Science published by Palgrave Macmillan. 

Dr. Michaud's newest book offers a provocative analysis of what the investment industry gets right and what it gets wrong by drawing on sociological principles that guide investor behavior, and his decades of experience as an asset manager. Michaud invites analysts, advisors, and institutional portfolio managers to consider new and improved strategies on behalf of their clients.

"Retirement is fraught with uncertainty. Individuals approaching retirement face a variety of questions regarding their families, their health, and long-term market uncertainty. Financial planners must answer questions from clients seeking guidance including how much an investor needs to have saved at retirement to maintain their current level of inflation-adjusted income.

New Frontier’s Dr. David Esch addresses recent questioning over the relevance of the"4% rule in today's market environment, and what sustainable withdrawal rates might be appropriate for different types of income-oriented investors.

"Do Downgraded Treasurys Still Belong in Your Portfolio? What Does the Treasury Downgrade Mean for Your Portfolio?" 

New Frontier shares its statement on the Fitch downgrade for the US credit rating.

"Academics may disagree on precise definitions of value or growth, but in industry there are even wider differences within value and growth categories — every investment product seems to have its own rules to sort and rate equities on growth or value.  "

New Frontier's Investment Committee provides an overview of value and growth factors, how they should be analyzed, and their roles in an optimized portfolio.

"In the face of pessimism about the possibility of a recession and the Fed’s efforts to curb inflation at any cost, many investors may be worried. An analysis of the historical data from past recessions suggests that waiting for favorable market conditions could leave an investor at a disadvantage, compared to those who remain in - or enter - the market, irrespective of current conditions."

New Frontier’s Investment Committee analyzes why investors who stay invested - even during recessions - are more likely to meet their investment objectives than investors who attempt to time the market.