Welcome to the Meh Market

After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.

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Overcoming Short-termism: Advice for Investors on Staying the Course

Despite the investment world’s focus on short-term performance, achieving long-term goals may require a longer-term perspective.

  • July 9, 2019
Midyear Outlook 2019: Recession Risks, Interest Rates, and Growth Prospects

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.

Gauging the Potential Effects of the US-China Trade War on Investors

What the US-China trade war could mean for US policymakers American companies, and investors.

  • June 28, 2019
Summer Break: Pursuing Value Amid the Noise

Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.

  • June 25, 2019
Using Factor Analysis to Build Better Portfolios

Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.

Short Is the New Long: Managing Risk and Diversification

Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.

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From the Summit: Countering Cybercrime – How Companies Must Adapt to Win

Two cybersecurity experts offer safety tips and answer questions about breaches, artificial intelligence, hacking, insider threats and data protection.

  • May 21, 2019
Matchmaking in Portfolio Construction: What Do Investors Really Want?

Instead of staying invested, many investors opt for strategy speed dating. Is there a better way?

  • April 2, 2019
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Options Strategies 101

Mike Buckius of Gateway Investment Advisers discusses the basics of options-based investment strategies.

  • April 1, 2019
Beta Opportunities: The Evolution of Risk Analysis in Alternative 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.

  • March 11, 2019
How Market Size Matters in Trend Following Futures Strategies

The author examines the importance of market size in trend following strategies and highlights the significance of the size factor across managers in 2018.

Green Bonds and the Future of Business: Managing Tomorrow's Risk Potential

Investors can manage risk by considering companies that are responding to the moral imperative – and possible economic consequences – of a warming world.

Alternative Allocations Tailored to Specific Investment Objectives

Overview of alternative investment solutions designed for alpha differentiation, volatility management, downside mitigation, and interest rate mitigation.

  • January 23, 2019
Reality Check: Why 2019 Could Bring Slower Growth and Higher Volatility

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.

Addressing the Funding Gap in Public Pension Plans

Analysis of factors contributing to projected pension shortfalls and strategies for addressing the problem while lowering overall portfolio risk.

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From the Summit: Shaping the Future of Active Management

Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.

  • December 21, 2018
Dynamic Strategy Migration and the Evolution of Risk Premia

AlphaSimplex Portfolio Manager David Kuenzi presents a model for risk premia strategies, with a focus on adaptive approaches to markets.

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Retirement Reform in the US: What’s Next?

Everyone wants to improve the ability of Americans to save for retirement – but the work of reform is challenging. Paul Richmond of the Insured Retirement Institute provides an update.

  • November 27, 2018
Asset Allocator’s Guide to Equity Beta-Reducing Strategies

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.

Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

  • June 15, 2018