The MarketDesk team wishes you and your family a happy holiday season and a spectacular 2022. We love this business and are excited by the new innovations we are planning to roll out over the coming years. Thank you for being an exceptional partner and a MarketDesk client!
Year-End Summary
2021 was another phenomenal year of growth. MarketDesk now supports clients in 28 states and 7 countries. This year our team focused heavily on product development to optimize your experience — streamlining reports, launching the new portal, and expanding the lineup of resources. On the portfolio side, statistics supported multiple off-consensus asset allocation calls and guided portfolios through several trend changes caused by Covid variants, Fed policy, and inflation. See below for the Best of 2021.
2022: Expect a Challenging Market
As we look toward 2022, the calendar is filling up with events and catalysts: finishing the taper, interest rate hikes by an increasingly hawkish Fed, midterm elections and a potential change of control in the House and Senate, decelerating economic growth, and risk of increased market volatility. Our team is looking forward to continuing to make great market calls driven by statistics, starting with the release of the 1Q 2022 Asset Allocator's Guide on January 2nd.
Key Asset Allocation Calls
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Evidence-based investing rewards facts, not opinions. Instead of basing decisions on recent trends or “expert” opinions, our team focuses on historical data, leading indicators, and statistical probabilities to guide asset allocation. Below are three data-driven, off-consensus market calls that drove outperformance in 2021:
Fallen Angels (+6.4%) vs Bond Aggregate (+1.5%) and High Yield (+3.6%)
Outsourced CIO ETF Models
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The ETF Models aim to generate consistent, risk-adjusted outperformance across market cycles via a low-cost passive portfolio (all in ETF fees ~0.10%). The OCIO Models delivered on this goal during 2021 with the MarketDesk U.S. Tactical 85/15 Model returning 23.3% YTD vs the benchmark's 21.2% return. Since inception in February 2020, the U.S. Tactical 85/15 Model has returned 57% (+4.2% vs benchmark).
Stock Models
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Clients continue to ask about the MarketDesk Small Cap Relative Value, High Dividend, and Momentum portfolios. All three portfolios were notable outperformers this year returning 51%, 33%, and 20%, respectively. Note: Stay tuned for exciting news on MarketDesk Indices in 2022!
Most Read Macro Notes
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In addition to the quarterly Asset Allocator's Guide, our team published 16 in-depth Strategy Snapshots this year discussing macro strategy and portfolio positioning. Below are three of the most-read reports:
#2 Positioning for Tighter Credit Conditions - View Report
#3 History Points to Single-Digit Returns in 2022 - View Report
2021 Closed Tactical Ideas
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MarketDesk published its 33rd tactical idea and closed 20 positions this year. Tactical ideas are satellite portfolio positions to take advantage of investment themes and generate additional outperformance. The average tactical idea has returned +28.6% with an average hold period of ~7 months. Below are three tactical trades closed this year:
#2 S&P 500 High Beta ETF (+29% in 6 months) - View Report
#3 Managed Care Stocks (+25% in 5 months) - View Report
New Client Portal
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White Label Webinars
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Market Talking Points
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Two Sigma Ideas
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U.S. Stock Scores
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To build upon the popular MarketDesk Idea Screens, our team will be releasing quantitative U.S. stock scores in 2022 across the entire S&P 1500 to enhance idea generation and positioning.
OCIO Quant Pack
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Quantitative data to guide asset allocation. The dynamic framework will highlight opportunities and risks across markets and asset classes.
MarketDesk Indicators
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Bull / Bear Market Indicator, Recession Probability Indicator, Market Regime, and several more quantitative tools our team leverages in-house.
Model Indices
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Turnkey portfolio solutions built based on MarketDesk's proprietary algorithms.
Thank You For All Your Referrals This Year!
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How Does The Program Work?
#1 Refer a client to MarketDesk and you each will enjoy 3 free months when they become a client. Simply send an email to info@marketdeskresearch.com including the individual or firm you are referring.
#2 When they become a full-time client after their free trial period, you both receive 3 free months of MarketDesk.
#3 The discount is applied to your next renewal period, and there is no limit on the total discount you can earn via referrals. For example, four referrals earn you 12 months of free access to MarketDesk and our team.
MarketDesk is the first flat-fee Outsourced CIO built specifically for wealth management teams and family offices. Founded in 2019, our mission is to provide wealth managers the tools to make their advisory practices more efficient. Our solutions include investment research, asset allocation and portfolio construction, and white label insights for use in client communication and marketing.
Important Disclosures
This publication is for private circulation and distribution in its entirety; it is provided to you for information purposes only. This is not an offer to buy or sell or the solicitation of an offer to buy or sell any security/instrument or to participate in any particular trading strategy. MarketDesk Research, LLC (“MDR”) makes every effort to use reliable, comprehensive information, but we do not represent or warrant that it is accurate or complete. The views in this publication are those of MDR and are subject to change without notice. MDR has no obligation to update its opinions or the information in this publication. Neither MDR nor any of its officers, directors, partners, employees, or affiliates accepts any liability whatsoever for any direct or consequential loss arising from any use of this publication or its contents.