Chief Market Strategist David Lafferty provides his macro-economic outlook and what investors can consider in terms of risks and opportunities in the second half.
Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.
Two cybersecurity experts offer safety tips and answer questions about breaches, artificial intelligence, hacking, insider threats and data protection.
In light of major cybersecurity breaches, the issue of data privacy has Washington’s attention and new regulations are being discussed.
Instead of staying invested, many investors opt for strategy speed dating. Is there a better way?
Mike Buckius of Gateway Investment Advisers discusses the basics of options-based investment strategies.
A look at how funds that rely on hedge fund beta have the potential to provide an additional source of return and portfolio diversification.
The author examines the importance of market size in trend following strategies and highlights the significance of the size factor across managers in 2018.
Investors can manage risk by considering companies that are responding to the moral imperative – and possible economic consequences – of a warming world.
Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.
Trade tensions and rising rates are two reasons investors may want to try to guard their portfolios from day-to-day market gyrations in the year ahead.
Analysis of factors contributing to projected pension shortfalls and strategies for addressing the problem while lowering overall portfolio risk.
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
AlphaSimplex Portfolio Manager David Kuenzi presents a model for risk premia strategies, with a focus on adaptive approaches to markets.
Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.
Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.