Toews Returns to Fully Invested Positions as Markets Rally
Read moreAfter 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
Phil Toews featured in MarketWatch
Read moreThe 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.
New Investor Research by Investments & Wealth Institute and Toews Asset Management Provides Unique Insights into Investors’ Behavior and Perception Under Extraordinary Market Conditions
Read moreNew 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
Phil Toews’ Appearance on Cheddar TV
Read moreNote: Toews’ opinion regarding future GDP growth is not determinative.
Aiming to Bring the Quantitative and Qualitative back in Sync
Read moreRecent 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
Toews Fully Defensive in Q1 as Coronavirus became Global Pandemic
Read moreIn 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
Phil Toews on TD Ameritrade Network’s Market Overtime show
Read morePhil Toews discusses positioning portfolios for adversity on TD Ameritrade Network’s Market Overtime show amid Coronavirus-related market turbulence.
Getting Real about the Possibilities Ahead
Read morePosition Update Toews remains fully defensive across all asset classes.i Additionally, certain equity-containing strategies hold aggregate bond positions, which have appreciated over the past month, even as stock prices have fallen. Markets fall and Uncertainty Spikes In New York City, where part of our team is located, the beginning reactions to COVID-19 are abundant. Companies, including our own, have issued
