Volatility
Trend Follower Insight: Three Themes of 2021
Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.
Portfolio Defense: Value, Growth, or Neither?
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
7 Themes for Investing in Changing Markets
Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.
The Realities of Realizing Risk
AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.
- September 30, 2021
- Kathryn M. Kaminski
Using Option Strategies to Help Manage Portfolio Volatility
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
The Great Fiscal Experiment: What Could Be Next?
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.
- May 12, 2021
- Kathryn M. Kaminski
What, How, Why: Understanding the GameStop Frenzy
Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.
2021 Institutional Outlook
Get seven critical insights into how institutions will tackle risks, opportunities, and challenges in an uncertain 2021.
2020 Global Retirement Index
The 2020 Global Retirement Index identifies five critical risks to retirement security – recession, interest rates, public debt, climate change, and income inequality – and what they mean for the industry.
Six Simple Reasons Why Yesterday’s Volatile Markets are a Wake-Up Call for Investors Today
The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.
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.