Insights and News

Once a month, we often summarize some excellent reads/noteworthy news that have captured our attention over the past month or so. Some notes and links are below and as always, read at your leisure. On a quick note, I am happy to note that our managed accounts are performing ahead of the S&P 500 as of  Read more ➝

The volatility of bond yields today We, at Berunda Capital, pride ourselves on our sophisticated forecasting models, but we have to admit we are sometimes wrong. Especially, the direction of Treasury yields has become so notoriously difficult to forecast in the short-term (not so in the pre-COVID days). And stocks have become significantly sensitive to  Read more ➝

Dear Clients: Good evening!  Hope all is well with you and your families. This is indeed an unprecedented moment of crisis for the heath (and much less importantly, wealth) of our world’s nations.   Since most of you may be taking some personal time off and/or at least working from home and given the recent  Read more ➝

Dear Investor, Amidst the ongoing volatility, we thought it may be prudent to provide you with an update on our YTD performance. Our Tactical Asset Allocation strategies, relative to the S&P 500, MSCI ACWI  have slightly outperformed the equity benchmarks so far in 2020 (as of March 6, 2020 evening). Our typical 2020 YTD returns  Read more ➝