Stargazer Asset Management Weekly – March 8 2021

This week we look at the jump in global bond yields and how, if, CB's are likely to react. We also spin through the current state of markets.

BY ERIC FILL

SAM Weekly _ March 8 2021

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Thoughts From The Divide: The Right Time to Strike

BY JON WEBB

The saying is that one should wait until you see the whites of the enemy’s eyes before firing, but are there times when it’s worth waiting until you feel their breath? Case in point, the “whites” (losses) are certainly visible now in real estate debt, as we’ve highlighted in these pages, with the obvious consequences for owners of real estate debt. The latest data from the FDIC served to further highlight the obvious, warning that there are “63 ‘problem banks’ and $517 billion in unrealized losses” courtesy of higher rates hurting bank holdings of fixed income. Read more →

February 18: The Week Ahead

BY TEMATICA

A short week, but some good earnings insights ahead Read more →

A New Approach to Sector Investing

BY SCOTT DOUGLASS

Many advisors that we speak to believe that it is possible to improve client outcomes through tactical management of sector exposure, but developing the right strategy for doing so can be extremely difficult. Please see attached link to a 15-minute webinar where Craig Cmiel, Managing Director of C8 Technologies US, and Chris McHeffey, Head of US product at C8, will introduce a powerful new tool that can potentially enable advisors to deliver better returns, lower risk, or both through tactical management of sector exposures. This scientific approach might be a great addition to your toolkit. Read more →

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