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Jerry Chafkin on Investing Evolved

Hear why AssetMark developed the Investing Evolved framework, and how it can help keep investors invested during market turbulence.

Jerry Chafkin
Chief Investment Officer
AssetMark, Inc.

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Read Jerry’s latest market commentary: Independent Financial Planning: Needed now more than ever

Changing Expectations and Asset Prices

Q2 Market Update: What's Up with the Stock Market?

The Square Root Recovery

How can Investors make Decisions when so much is Unknown?

High-yield bonds, definitely not a “free lunch”

A recession is certain but how long will it last?

Has Your Investing Evolved?

Learn about AssetMark’s approach to portfolio construction in this video featuring Zoë Brunson. You’ll hear how AssetMark’s Investing Evolved approach is designed to make it easier for clients to remain disciplined and stay invested through all market cycles, up and down.

Zoë Brunson, CFA
Senior Vice President, Investments
AssetMark, Inc.

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Market Review Q3 2020

Finding Returns in Failing and Rising Markets

Building Ballast with Diversifying Strategies

Driving Through the Valley with Investing Evolved

Coronavirus: What Should Investors Do?

Investment Management

Read the latest commentary from Davin Gibbins on the COVID 19-sparked recession, in this client-approved piece. Learn how appropriately risked, prudently diversified portfolios remain key to guarding against extreme drawdowns and lost opportunities.

Davin Gibbins, CFA CAIA
Senior Vice President, Investment Strategies
AssetMark, Inc.

The Force is Strong

The Essence of Investment Management

Visit the Elections and Markets Page

Learn more about the CARES Act

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Read and Share On The Mark

Market Updates

Weekly Market Recap 11/16/2020 – JP Morgan
Municipal Market: Expect Greater Stability – Nuveen
The Economy and Financial Markets Need a Medical Breakthrough – Nuveen
Low-Inflation Nation: Untangling Misconceptions About Inflation and Predicting Its Path After COVID-19 – William Blair
Election Special: Ten Initial Observations From the U.S. Results So Far – William Blair
Q320 Strategy Commentary – William Blair
Q320 Quarterly Market Commentary – DoubleLine Capital
A New Playbook for Monetary Policy – AssetMark
Guide to the Markets – JP Morgan
A Sustainable Investing Lexicon – Litman Gregory
Why Investors Might Think Twice About Chasing the Biggest Stocks – Dimensional
Middle Ground Between the Bear and Bull Case for Stocks – Nuveen
Weekly Economic Perspectives 08/31/2020 – State Street Global Advisors
SPDR ETFs Chart Pack September 2020 – State Street Global Advisors
2020 Midyear Outlook The Future is Running at Us – BlackRock
Economic Outlook and Investment Strategy August 2020 – City National Rochdale
Market Returns Through a Century of Recessions – Dimensional
The Road to Economic Recovery Mid-Year Market Outlook – Clark Capital
Guide to the Markets – JP Morgan
With Stocks at All-Time Highs, What Could Go Wrong? – Nuveen
SPDR ETFs Fixed Income Chart Pack Q2 2020 – State Street Global Advisors
The Road to Economic Recovery Mid-Year Outlook – Clark Capital
Global Macro Policy Quarterly – State Street Global Advisors
Stocks Break Out to the Upside on Economic and Vaccine Hopes – Nuveen
Higher Frequency Economic Data Shows Signs of Recovery – William Blair
Deglobalization and the Future of Trade – William Blair
Stocks Climb Even as Economic Data Worsens – Nuveen
Supply Boost Further Steepens the Treasury Yield Curve – Nuveen
SPDR US Sector Weekly Checkup 5/8 – State Street Global Advisors
Economic Data Reflects Shutdown, but Market Rallies – Clark Capital
Monthly Market Monitor – Eaton Vance
Post-Crisis Savings and Risk Premiums – William Blair
SPDR US Sector Weekly Checkup 4/24 – State Street Global Advisors
SPDR US Sector Weekly Checkup 5/1 – State Street Global Advisors
Treasury Yield Curve Steepens Amid Risk Friendly Sentiment – Nuveen
Yield Curve Control – A Further Corruption of Capitalism? – William Blair
Policy and Portfolio Impact: A Talk with Dr. Ben Bernanke – PIMCO
Guide to Recessions – Capital Group
Municipal Bond Market Monitor – Eaton Vance
SPDR Monthly Chart Pack – State Street Global Advisors

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Coronavirus Commentary

Coronavirus COVID-19 Global Cases – Johns Hopkins CSSE
Coronavirus: What's Next for Global Growth? – Capital Group
Paul Single: Economic Perspectives – City National Rochdale
Beyond the Inflation Regime Collapse – William Blair
The Death of the Inflation Regime – William Blair
COVID-19, Science and Economics – William Blair
Municipal Bond Defaults: Depression, Recession and Pandemic – Nuveen
Navigating the Low Interest Rate Environment – William Blair
Resilience Explained – AssetMark
The Short and Long of the Fed Buying Corporate Bonds – William Blair
Sentiment is Slowly Improving, But Risks Remain High – Nuveen
Fixed Income Corporate Bond Market Insight – Parametric
States Cannot Declare Bankruptcy – Nuveen
Best Practices for Portfolio Rebalancing – Vanguard

View Archives »

Resources for Investors

On the Mark – AssetMark
Rebalancing a Portfolio – AssetMark
COVID-19 Philanthropy Resources – William Blair
The Essence of Investment Management – AssetMark
Keys to Prevailing Through Stock Market Declines – Capital Group
Do Downturns Turn to Down Years? – Dimensional
Driving Through the Valley with Investing Evolved – AssetMark
Beat the Short-Term Market Jitters – Vanguard
Market Declines and Volatility – Dimensional
Coronavirus: What should investors do? – AssetMark

We’re Here for You

The past few weeks have seen unprecedented market volatility as the market reacts to the coronavirus disease (COVID-19) and its impact on the US economy. In times like these, your clients look to you for reassurance and perspective and we want you to know that we’re here for you too.
Tips to Stay Healthy and Safe
AssetMark's Business Continuity Plan
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AssetMark and third-party strategists and managers are separate and unaffiliated companies. The views expressed here are those of each respective presenter or company, and they are solely responsible for their content.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.

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C20-15634 | 03/2020 | 03/31/2021