Public Commentary from Proficio

Press Releases

Proficio Capital Partners Launches Multi-Strategy Insurance Dedicated Fund (IDF)- December 6th, 2017

Proficio launches their first open-ended vehicle on the private placement life insurance platform.

RENEW Energy Partners Raises $40 Million to Empower Customers with Energy Efficiency Technologies- October 18th, 2017

Proficio announces their partnership with RENEW Energy Partners to provide capital for energy efficient technologies.

 

Market Commentary

 

The 3% Treasury Wall Trade- Article from CIO Bob Haber, CFA, May 16th, 2018

Bob gives his views on the bond market and economic growth in the US.

Did The Tax Cuts And Jobs Act Make Treasuries More Attractive Than Munis?- Article from CIO Bob Haber, CFA, May 9th, 2018

Bob gives his thoughts on the Tax Cuts and Jobs Act and the potential knock-on effects in the Muni market.

Trade Talks Or Inflation, What Is Really Behind The U.S. Dollar Decline?- Article from CIO Bob Haber, CFA, April 22nd, 2018

Bob gives his thoughts on the recent movement in the US Dollar and the recent trade news.

Taking Advantage of All The NAFTA Noise Through Mexican Bonds- Article from CIO Bob Haber, CFA, April 15th, 2018

Bob provides an interesting trade idea for those bullish on a fair NAFTA deal getting passed.

An Alternative View of Q1 Volatility — Time For a Commodity Comeback?- Q1 Review from CIO Bob Haber, CFA, April 9th, 2018

Bob gives his Q1 review of the recent volatility across asset classes.

Canadian Real Estate Bubble Blowing Up North- Article from CIO Bob Haber, CFA, April 2nd, 2018

Bob discusses the rise in housing prices in Canada and the potential implications of a bubble.

The Winter Olympics Visit The Stock Market- Article from CIO Bob Haber CFA, February 12th, 2018

Bob discusses the recent turbulence in the broad equity market including knock-on effects and a potential rebound in market prices.

Proficio CIO Sees Negative Rate Bond Bubble Bursting – appearance on Bloomberg Television by CIO Bob Haber CFA, December 28nd, 2017

Bob appears on Bloomberg Television to discuss European sovereign bond valuations and other opportunities heading into 2018.

Year In Review: 2017 Issues and Opportunities Still Relevant Into 2018- contribution to Forbes from CIO Bob Haber CFA, December 22nd, 2017

Bob reviews Proficio’s market calls this year and into 2018.

 

Struggling to Find Value in the Market? Think Shipping- contribution to Forbes from CIO Bob Haber CFA, November 20th, 2017

Bob discusses a unique opportunity in the dry bulk shipping market.

 

D. C. Dysfunction Affects Long-Term Asset Allocation- contribution to Forbes from CIO Bob Haber CFA, August 7th, 2017

Bob discusses prospective returns in major asset classes as well as the looming threat of inflation

 

The Most Precious of Precious Metals- contribution to Forbes from CIO Bob Haber CFA, July 26th, 2017

Bob talks about the conditions in the palladium and industrial metals markets as well as some of Proficio’s positioning

 

Planning an Exit Strategy- contribution to Forbes from CIO Bob Haber CFA, July 17th, 2017

Bob discusses near term asset allocation strategy and a potential change in market conditions.

 

Investors Should Avoid Sector ETFs During Strong Earnings Season – Senior Analyst Andy Wester quoted in Bloomberg April 25, 2017

Andy gives Bloomberg his thoughts on investing in ETFs to play corporate earnings season.

 

An Asset Allocator’s Nightmare – contribution to Forbes from CIO Bob Haber CFA, April 25, 2017

Bob discusses the historical correlation of bonds and stocks viewed through the lens of inflation expectations.

 

Audio from CIO Bob Haber on Bloomberg Radio, CFA, MBA- March 14, 2017

Bob discusses private equity vintages and opportunities in the preferred stock universe (fast forward to 20 minutes in to the audio).

 

As With Fine Wine, Vintage Matters For Private Equity – contribution to Forbes from CIO Bob Haber CFA, March 7, 2017

In this piece, Bob discusses the historical returns of Private Equity and whether or not there is a timing element with certain funds.

 

Audio from CIO Bob Haber on Bloomberg Radio, CFA, MBA- February 14, 2017

Stick around for this episode of Bloomberg Radio where Bob is interviewed by Tom Keene of Bloomberg on his thoughts on markets, diversification, the Fed, and the Celtics.

 

BlackRock May Be Late to Argentina Party as It Launches New ETF – Senior Analyst Andy Wester quoted in Bloomberg February 14, 2017

Andy is quoted in Bloomberg giving his thoughts on one of Proficio’s investments in Argentina.

 

The Trump Trade Wobbles – So How Do You Diversify From It? – contribution to Forbes from CIO Bob Haber CFA, February 8, 2017

Bob comments on the current president’s effect on the market and the potential policies, outcomes, and market action that may come from a GOP controlled government.

 

New Stock Market Highs Straight Ahead. Then Watch For Curves In The Road- contribution to Forbes from CIO Bob Haber CFA, MBA, November 11, 2016

Bob talks about the direction of the stock market and the future of the Fed raising interest rates.

 

He Said – She Said Battle vs Will They or Won’t They?- contribution to Forbes from CIO Bob Haber CFA, MBA, October 21, 2016

Bob discusses the presidential election and the relative attractiveness of different asset classes.

 

A Bubble of ‘Biblical Proportions’-  contribution to Forbes from CIO Bob Haber CFA, MBA, August 16, 2016

Bob talks about the state of the bond market’s valuation including negative yielding debt.

 

Own Liquid Alternatives Now But Make Them True Alternatives-  contribution to Forbes from CIO Bob Haber CFA, MBA, June 13, 2016

Bob discusses the long term benefits of diversifying away from traditional public market investments to lower volatility and increase your Sharpe ratio.

 

Why Has the Fed Failed to Generate Inflation?- contribution to Forbes from CIO Bob Haber CFA, MBA, May 22, 2016

Bob discusses his thoughts on the price pressures on commodities, excess capacity in commodity markets, and why printing money for so long has not led to inflation.

 

Bloomberg: Taking Stock Podcast with Kathleen Hayes and Pimm Fox: How Will the Fed Raise Rates? Audio from CIO Bob Haber, CFA, MBA December 15, 2015

Bob applies his broad background and knowledge of America’s central bank to discuss the mechanics behind the Fed’s first increase in short term interest rates in almost 6 years.