Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.
Carbon allowances, as a tradeable commodity, may offer investors potential opportunities for diversification, hedging, and enhanced returns.
Investors concerned about offsetting equity risk may want to look beyond traditional assets like dividend-paying stocks, gold, and core fixed income funds.
Introduction to Bitcoin, including the mining process, the impact of “halving cycles” on pricing trends, and price performance since 2010.
How the use of massive government stimulus may be creating new market trends and opportunities for trend-following managers is examined in this AlphaSimplex research paper.
Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.