Research
&
Insights

Adapting portfolios to a new economic landscape. The double-edged drop for stocks and bonds reflects a paradigm shift in markets where a long-dormant but critical dynamic has emerged: the risk of stagflation.

In this research note, our goal is to provide a broader context for the dislocations that have resulted while assessing new risks and the broader opportunity set for investors to seek excess returns as markets recalibrate.

One of our favorite traditions here at Wavelength. For considerations outside of the investment process, here are our predictions for 2022. We wish you great health, happiness, and luck in the year ahead.

1251 Asset Management rebrands to Diffractive Managers Group and makes strategic investment in Wavelength Capital Management

The following is from an interview with Wavelength's CIO, Andrew Dassori, and Elana Marguilies-Snyderman of EisnerAmper and was featured on their website: Trends Watch: Market Swings

Key insights from our CIO, Andrew Dassori, covered in our most recent research update on the changing dynamics impacting markets as we enter a new economic environment.