News & Insights

  • Markets Advance, but are Challenged During the Quarter

    The strong rally that began at the end of March continued through early September, and then turned lower as covid cases continued to escalate across the country, causing fears that the market rally had gotten too far ahead of itself. In the past couple weeks, however, stocks have moved higher once again. Our algorithms moved us into a defensive posture

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  • Gaining Perspective Podcast

    On this episode of the @Advisor Perspectives podcast, Toews CEO & PM @Phil Toews joins @Robert Huebscher to provide an in-depth look at the practical use of behavioral finance & why it’s an essential skill to master in this environment.

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  • Toews Returns to Fully Invested Positions as Markets Rally

    After ending the last quarter in a fully defensive posture, Toews models began triggering buys as the markets rallied off of the lows of late March.  Between April 14 and April 17 we moved to a bullish posture in US Stocks and High Yield Bonds, and on May 26th we completed our move to bullish positions in International Stocks.  We’ve

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  • Phil Toews featured in MarketWatch

    The Federal Reserve’s more than $2 trillion arsenal of funding to keep credit flowing during the coronavirus pandemic can’t fix everything. The Fed doesn’t have a magic wand to stop COVID-19, nor the ability to make earnings appear on corporate balance sheets. Those realities, brought to the fore by increasing coronavirus cases in several U.S. states and a grim U.S. economic outlook provided last week by Fed Chairman Jerome Powell, hit markets last week like a ton of bricks.

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  • New Investor Research by Investments & Wealth Institute and Toews Asset Management Provides Unique Insights into Investors’ Behavior and Perception Under Extraordinary Market Conditions

    New investor research highlights impact of global crisis on investor confidence and where advisors can provide support through practical behavioral finance strategies. DENVER (June 3, 2020) – Investments & Wealth Institute released a new special report on behavioral finance, Investor Behavior in a Market Crisis in partnership with Toews Asset Management. The new investor report is part of the omnibus research 2020 Investor

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  • Phil Toews’ Appearance on Cheddar TV

    Note: Toews’ opinion regarding future GDP growth is not determinative.

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  • Aiming to Bring the Quantitative and Qualitative back in Sync

    Recent market turmoil followed by gains left some investors confused about where to go from here. Buying into risk assets after significant drops is never easy. The ability to move against intuition remains a critically important characteristic of our investment philosophy at Toews. High Yield Bonds Show Elevated Return Potential Returns in high yield bond models are primarily made up

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  • Toews Fully Defensive in Q1 as Coronavirus became Global Pandemic

    In January, when cases of COVID 19 appeared to be increasing exponentially in Wuhan, financial markets around the globe began to react. After initially declining, stocks briefly rallied before beginning one of the most rapid and ferocious declines in history. Our strategies began to move to defensive positions on February 25, became fully defensive on March 3, and remained defensive

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