Appleton Group's risk-managed and hybrid strategies continue to maintain strong defensive positions. The inherent flexibility in these strategies has enabled us to significantly reduce our exposure to growth assets in favor of money market assets (stable value), and short-term bond positions. Our response to the rapidly deteriorating market conditions has helped to soften (but [...]
Yesterday's up market provided an opportunity to raise additional cash across all of our firm's risk-managed and hybrid portfolios. Defensive assets (money-market assets and short-term bonds) are now at extreme levels across these strategies and will significantly limit (but not entirely eliminate) market participation. World markets have failed to stabilize in response to global [...]
No - we're not buying now.That would be imprudent given the current market environment. In fact, Appleton Group has proactively raised significant defensive assets over the past two weeks, which has helped to reduce market participation and investment risk. We know from experience that market turns can be volatile, and last week saw wild [...]
Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). 2oVhVXkEQ_E [...]
Over the past two days, Appleton Group has taken pre-emptive steps to reduce market exposure across our risk-managed and hybrid asset allocation strategies. While markets are still demonstrating overall rising trends, the sudden downturn means that many trendlines have now been crossed. World markets have failed to stabilize in response to global Corona virus [...]
Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). SPNN7ZWLwlk [...]
Mark Scheffler, AIF®, hosts this summary presentation on the Wisconsin Uniform Prudent Management of Institutional Funds Act (affectionately known as WUPMIFA). Learn how Appleton Group Charitable is helping improve endowment outcomes, reduce investment risk and fees, and produce more sustainable income streams for Wisconsin non-profits and their donors (select 1080p HD for best resolution, [...]
Co-Sponsored By: Join us along with Epiphany Law on Thursday, January 30th at Bubolz Nature Preserve to learn how Appleton Group Charitable is helping improve endowment outcomes by reducing investment risk and lowering fees for Wisconsin non-profits like you. You’ll learn about… New trends in non-profit endowment management (including ways [...]
November was a solid month for the markets and for all of Appleton Group’s managed portfolios. But the market appreciation wasn’t for the reason you might think, and it’s an important thing to note. In late October, the Federal Reserve did something very quiet but really important: it injected significant additional liquidity into the [...]
Mark Scheffler, AIF®, hosts this Three Minute Trend Talk™, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections). xlQe85i2E-Y [...]
