August Market Recap: What It Means for Your Portfolio
August was a reminder that markets can surprise us. While the month is often known for volatility, stocks and bonds both pushed higher. The S&P 500 gained 2.03% , extending the bull market, while the Bloomberg U.S. Aggregate Bond Index rose 1.20% . Meanwhile, the VIX fell off a cliff, falling -8....
By Artha
Navigating Uncertainty: How You May Adapt Your Portfolio Strategy in Today’s Market with Artha’s Optimizer
The Macro Backdrop: A Time of Transition As we move through Q3 2025, the global economic landscape is marked by transition — not crisis, but complexity. Here’s a snapshot: • In short: traditional models are being stress-tested. And static portfolios may no longer be enough. So What Should Advisors D...
By Artha
How to Build Smarter Portfolios in a Geopolitically Volatile Market
June reminded us all of a hard truth: markets don’t like uncertainty—but uncertainty is always part of the equation. From positive steps in U.S.–China trade negotiations to the near-crisis in the Middle East, and from rate policy signals to earnings surprises, advisors were being pulled in every dir...
By Artha
Redefining Portfolio Optimization with Risk Integration
Justin Lowry, President and Chief Investment Officer of Global Beta Advisors, shares insights on how the firm is revolutionizing portfolio construction through innovative integration with Nitrogen, a Client Engagement Platform for advisors. Disclaimer : This post is for informational purposes only a...
By Justin Lowry
What It Takes to Be a Successful Investment Advisor
In the dynamic world of investment advising, success is often measured by adaptability, innovation, and a deep understanding of market trends. One seasoned advisor, Vince Lowry, with a remarkable 40-year career, reflects on the pivotal moments and technological advancements that shaped his journey. ...
By Artha