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In The Media
Quote by Loren Asmus, CFA, CAIA
July 2020
U.S. News & World Report
The midstream sector supports the oil and gas industry's infrastructure needs and can increase diversification in a retirement portfolio since it generates higher yields. Investors typically invest in large integrated exploration and production names from the energy sector, as well as utility companies for additional i…
In The Media
Quote by Matthew Lui, CFA, CAIA and Loren Asmus, CFA, CAIA
June 2020
Citywire
To musicians Matt Lui and Loren Asmus, picking a manager is a lot like writing and performing a song. The writer uses logic and structure to write the notes, then the players work together, harmonizing with the band to bring emotion to the music and create something beyond the paper. And to these two investment researc…
In The Media
Quote by Loren Asmus, CFA
January 2019
MarketWatch
There’s no magic that goes into socially responsible investing. The secret sauce isn’t really a secret: You just figure out what criteria matter most to you and screen stocks that pass muster. “ESG is a very broad space,” said Loren Asmus, vice president at Canterbury Consulting in Newport Beach, Calif. “It can get …
In The Media
Quote by Loren Asmus, CFA
August 2018
U.S. News & World Report
Shopping for junk doesn't exactly have a luxurious ring to it, whether you're hitting a salvage yard for a '62 Ford Falcon horn or combing through VHS tapes of "Sweatin' to the Oldies" at a rummage sale. So think about it: Why would anyone buy a product called a junk bond – conceived, after all, by that legendary felon…
In The Media
Quote by Loren Asmus, CFA
May 2018
U.S. News & World Report
Roughly five years ago, foreign bonds moved into the remarkable position of representing a full third of world's capital markets. And today's investors can't help but ponder the possibilities dangled by nations such as China, which with its $11 trillion bond market, represents the world's third largest. There's at l…

Blog

Oct
2020
By Loren Asmus, CFA, CAIA and Matthew Lui, CFA, CAIA
The 60/40 portfolio of stocks and bonds is a simple idea. Put 60% of your money in stocks, which provide growth. Invest the remaining 40% in bonds, which provide downside protection. For many years, investors have been using this mix, or a variant of it, when building portfolios. It has performed admirably, producin…

Jul
2020
By Loren Asmus, CFA, CAIA
As the world digested the severe health and economic impact of COVID-19 in March of 2020, markets experienced a dramatic drawdown that has not been witnessed since the Great Financial Crisis. In particular, a brief run on liquidity created large technical dislocations in fixed income and credit segments, and market par…

Jun
2020
By Loren Asmus, CFA, CAIA
In the third part of our three-part series on ESG, we will focus on impact investing and how it can be implemented across client portfolios. Impact investing is an approach that seeks specific outcomes for ESG-related issues. The segment focuses on intentionality of investments and seeks to measure the impact of desire…

Apr
2020
By Loren Asmus, CFA, CAIA
In the second part of our three-part series on ESG, we will focus on best-in-class selection and how it can be implemented across client portfolios. Best-in-class selection integrates ESG factors into the investment process and can further enhance an investor’s values and/or the risk-adjusted returns within the portfol…

Jan
2020
By Loren Asmus, CFA, CAIA
In 2018, Canterbury formed an internal environmental, social, and governance (ESG) committee to synthesize and streamline the ever-growing ESG investment universe. The committee has since created a framework and toolkit to assist clients in finding customized ESG solutions that align with their mission, values, or inve…

Aug
2019
By Loren Asmus, CFA, CAIA
On Wednesday, July 31st, the Federal Reserve cut interest rates for the first time since the Great Financial Crisis. The 25 basis point cut was effectively an insurance policy to help quell concerns over the possibility of an economic slowdown, even as the U.S. experiences solid growth. We will discuss the reasons and …

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