Dec 2020
Planning trumps Prediction. As we have experienced during 2020, threats like the Pandemic, election uncertainties, supply chain disruptions, the hacking of the US Government etc., make portfolio returns unpredictable. Not only are these market movements unpredictable, they are things you cannot control. Yet investors spend a lot of time worrying about the market. But, there […]
read more...Oct 2020
U.S. Equity markets are at high levels; it’s economy is not. And, the elections are as uncertain as any has been. Bond yields are at historic lows. And a Covid solution is still distant. In the absence of clarity, we plan to stick with strategies that research says are likely to be effective. Little 20/20 […]
read more...Aug 2020
Dushyant Pandit, Managing Director of DorchesterAdvisors is a panelist along with fellow members of The Penn Club, as well as author Nick Stuller (“The Truth shall set your Wallet Free”), as we discuss investing in a Post- Covid world. After Covid: What will be the New Normal for Financial Advice and Investing? (PDF)
read more...Jul 2020
The financial markets behaved predictably at the onset of the Covid Pandemic – but their subsequent behavior is hardly predictable. At mid-year the US stock market showed only a marginal loss, even as the entire world economy is in shambles. How we are Navigating a Pandemic. (Pdf)
read more...Jul 2020
Dushyant Pandit, Managing Director of DorchesterAdvisors, was a panelist on an Investment Webinar presented by MainStreet Magazine. He discussed how to manage your portfolio in response to the Covid crisis that has such a deep economic impact. Financial Advice in a Covid World. (pdf)
read more...Jun 2020
Dushyant Pandit, Managing Director of DorchesterAdvisors, was a panelist on an Investment Webinar presented The Wharton Club of New Jersey. The panel consisted of Professor Christopher Geczy, Adjunct Professor of Finance at the Wharton School and Kevin G. Carter, Managing Director at the Fiduciary Trust International. They discussed the impact the Covid crisis was having […]
read more...Apr 2020
It seems just like yesterday that investors were wondering where market volatility went. After months of very low volatility, it returned with a vengeance. The current market turmoil is driven by four powerful factors as we grope for a light at the end of the tunnel. From Wither the volatility to Weather the volatility. (pdf)
read more...Mar 2020
Instead of letting the market gyrations, the threats of the Coronavirus, the uncertainties of the presidential elections, or the concern for supply chain disruptions weigh you down, we advise our clients to take action on things they control and things that are important to do. In Mar, this is making sure that you fully fund […]
read more...Jan 2020
2019 turned out to be a very good year for the markets, far exceeding most expectations. What does this mean for 2020? Alert but not (yet) alarmed – Annual Markets Review 2019 (pdf)
read more...Oct 2019
Despite a lot of political drama which raised economic fears, investors seemed unconcerned. The US Stock market had a good Q3 in 2019, but one asset class did even better. How we are prepared to deal with markets in the coming months. Quarterly Market Review 2019 Q3. (pdf)
read more...