"Despite continued geopolitical events and a potential banking crisis, markets remained focused on the economy and central banks’ attempts to control inflation. The quarter started with relative optimism after the lowered expectations of 2022 and nearly all asset classes fared well. Despite the failures of some midsized banks, and the buyout of Credit Suisse, markets have largely shrugged off the risk of further economic fallout from a broader banking crisis. The contractionary effect of the bank failures and the risk reduction of other banks may be more effective in reducing inflation than another rate hike." 

New Frontier shares its latest Quarterly Commentary with insights on geopolitical events and a potential banking crisis, and how that might affect investors.

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.

“In 2022, numerous unprecedented events led to a decline in asset prices across all markets, resulting in an historic decline in global investment wealth. This scenario is unlikely to reoccur for four primary reasons"

New Frontier's newest blog discusses the historic nature of market performance in 2022, and four reasons why 2023 is unlikely to see a repeat of the events that made 2022 so difficult. 

"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.

"2022 was a year of disappointment and negative surprises as economies faced the consequences of geopolitical turmoil and central banks fighting inflation. The result was a historic decline in global investment wealth. Statistically, 2023 is likely to be better. "

New Frontier shares its latest Quarterly Commentary with insights on the historic nature of markets in 2022, and the what investors might expect in the new year.