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Crow Point Partners Blog

Welcome to Crow Point’s blog page. This is our opportunity to comment on a range of financial and general investing topics including market activity, interesting trends or data points. This is also where we will challenge commonly held investing shibboleths with hard data – myth-busting as we call it. We hope you enjoy it and we welcome your feedback.

Q4 2019 Market Outlook

Taking its cue from the previous three months, markets again proved to be increasingly volatile for investors over the course of the most recent quarter.  Market returns were mixed over the entire three-month period but, in general, risk off assets...

October 8, 2019 / by David Cleary, CFA

What Now for Bond Investors?

Although equities and equity markets tend to get the bulk of the average investor’s attention, the most remarkable thing that has transpired across the economic spectrum over the past ten years has been the sharp decline in government bond interest...

October 1, 2019 / by David Cleary, CFA

Large vs Small Cap Divergences

For those of us that run asset allocation strategies, being in the right place at the right time is, obviously, everything.  Indeed, a foundation of risk parity strategies is that asset class performance stays within historical bands.  Divergences...

September 9, 2019 / by Peter DeCaprio

Crow Point Liquid Alternative Funds Update - Q2 2019

The Crow Point Liquid Alternative Funds posted mixed results during the second quarter of this year as the market endured fears of a trade related slowdown.  Market returns for 2Q19 were concentrated in higher quality investments, particularly US...

July 16, 2019 / by David Cleary, CFA

Q3 2019 Market Outlook

The resiliency of the US equity market again was evident in the second quarter of 2019.  The trade concerns of May faded quickly and the market rallied as the Federal Reserve and the European Central Bank both indicated easier monetary policy may be...

July 2, 2019 / by David Cleary, CFA

Crow Point Liquid Alternative Funds Update - Q1 2019

After a difficult end to 2018, the Crow Point Partners Liquid Alternative Funds lineup posted very solid returns during the first quarter of this year.  In spite of weak investor sentiment and negative market volatility, Crow Point’s outlook going...

April 9, 2019 / by David Cleary, CFA

Q2 2019 Market Outlook

No truer words have ever been spoken, “And this too shall pass”.  Just three short months ago, many investors had concluded that the party was indeed over.  The constructive global economic environment that had been driving equity prices higher for...

April 1, 2019 / by David Cleary, CFA

You Can’t Hide Your Lyin’ Eyes

Our friend John Roque, one of Wall Street’s great technicians, often talks to us about the importance of visual affirmation.  Let pictures talk.  He is speaking of the importance of perspective in analysis and not losing sight of it.

February 20, 2019 / by Peter DeCaprio

Crow Point Liquid Alternative Funds Update - Q4 2018

The Crow Point Partners Liquid Alternative Funds lineup struggled through the fourth quarter of 2018 as the environment for taking investment risk deteriorated sharply and somewhat unexpectedly as we entered October.  All the Crow Point funds...

January 15, 2019 / by David Cleary, CFA

Q1 2019 Market Outlook

The fourth quarter of 2018 was disappointing for investors as, seemingly overnight, economic and political risks increased resulting in a sharp correction of virtually all asset classes. On September 30th, US investors were enjoying the fruits of...

January 4, 2019 / by David Cleary, CFA
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