{"id":2233,"date":"2019-02-27T19:46:30","date_gmt":"2019-02-28T00:46:30","guid":{"rendered":"http:\/\/laplaceinsights.com\/?p=2233"},"modified":"2025-10-02T17:19:29","modified_gmt":"2025-10-02T21:19:29","slug":"columbus-strategy-report-march-2019-edition","status":"publish","type":"post","link":"https:\/\/laplaceinsights.com\/fr\/columbus-strategy-report-march-2019-edition\/","title":{"rendered":"Columbus Strategy Report \u2013 March 2019 Edition"},"content":{"rendered":"<p>Below you will find the Columbus strategy highlights for this month.\u00a0 For more insights and a detailed discussion, including to get the monthly portfolio allocations, please <a href=\"http:\/\/laplaceinsights.com\/fr\/mp-files\/2019-02-27_columbus_rebalance_report.pdf\/\" target=\"_blank\" rel=\"noopener noreferrer\">download the report<\/a>.<\/p>\n<h2>Conflicting Signals<\/h2>\n<ul>\n<li>After a spectacular V-shaped recovery, it&#8217;s not immediately obvious where the equity markets are going next.<\/li>\n<li>Federal Reserve Chairman Jay Powell stated that the economy is now sending &#8216;conflicting signals&#8217;.<\/li>\n<li>Some pundits like Jeff Gundlach of DoubleLine Capital are convinced this is a sucker&#8217;s rally and the bear market started last year.<\/li>\n<li>Columbus got out of stocks and shifted to a prudent allocation in late October last year.<\/li>\n<li>Although the equity market rally recovered all of December&#8217;s losses, Columbus currently prefers to seek opportunities elsewhere for the time being and keep a tight lid on risks during this uncertain period.<\/li>\n<li>For\u00a0more\u00a0insights on the behavior of market tops\u00a0and how to proactively manage risks during these transitions, please read our special report published on October 14, &#8220;<a href=\"http:\/\/laplaceinsights.com\/fr\/mp-files\/2018-10-14-keep-calm-and-follow-the-data.pdf\/\">Keep Calm and Follow the Data<\/a>&#8220;.\u00a0 If you don&#8217;t have it, please reply to this email and we will be happy to send you a copy.<\/li>\n<\/ul>\n<p>To learn more about how Columbus navigates this market, please <a href=\"http:\/\/laplaceinsights.com\/fr\/mp-files\/2019-02-27_columbus_rebalance_report.pdf\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>download the report<\/strong><\/a> and read the discussion in section 6.<\/p>\n<p>Please don&#8217;t hesitate to <a href=\"http:\/\/laplaceinsights.com\/fr\/contact\/\">contact me<\/a> should you have any questions.<\/p>\n<p>Best regards,<\/p>\n<p>Jean-Marc and the Laplace Insights team<\/p>","protected":false},"excerpt":{"rendered":"<p>Below you will find the Columbus strategy highlights for this month.\u00a0 For more insights and a detailed discussion, including to get the monthly portfolio allocations, please download the report. Conflicting Signals After a spectacular V-shaped recovery, it&#8217;s not immediately obvious where the equity markets are going next. Federal Reserve Chairman Jay Powell stated that the [&hellip;]<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[12],"tags":[],"_links":{"self":[{"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/posts\/2233"}],"collection":[{"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/comments?post=2233"}],"version-history":[{"count":2,"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/posts\/2233\/revisions"}],"predecessor-version":[{"id":2240,"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/posts\/2233\/revisions\/2240"}],"wp:attachment":[{"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/media?parent=2233"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/categories?post=2233"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/laplaceinsights.com\/fr\/wp-json\/wp\/v2\/tags?post=2233"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}