Weighting portfolio assets based on their Sharpe ratios may be a good alternative to mean-variance optimization to help optimize risk efficiency.
Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
Tactical asset allocation strategies can add value and improve returns, but they can also be difficult to execute and evaluate. Here’s what to look for.
China’s rollout of regulations, especially for internet firms, is analyzed through a risk management lens by Portfolio Manager Eric Liu at Harris Associates.
Identifying a portfolio’s risk factors – the underlying investment exposures that drive returns – is a critical step in the asset allocation process.
AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.
Comparing the benefits and risks of three investment vehicles that investors can consider when planning for short-term expenses.
Emerging trends this quarter include higher equity allocations, moves to hedge against inflation and growing interest in model portfolios.
In a strong equity market, institutions are rebalancing into fixed income and looking for opportunities to outsource certain investment management functions.
Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.
Loomis Sayles fixed income specialists on how yield curve control (YCC) policies compare to quantitative easing (QE) – and what it could mean for investors.
Amid pandemic-related stimulus relief and vaccination progress, investors may want to consider how to prepare for increased inflation risk.
Deregulated power companies in the state of Texas will incur short-term financial pain in light of the recent power crisis, but the news is not all bad.
Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.
PM Mike Tian of WCM Investment Management discusses how some businesses are adapting to a changed business environment as a result of Covid-19.
Results from the 2020 Global Survey of Financial Professionals reveal optimistic growth goals and the opportunity for professionals to recalibrate strategy and rethink business models.
Institutions face an environment without precedent in global politics, finance and economics. They are developing creative solutions to navigate it, drawing on a wider variety of assets and resources than ever to pursue their investment mandates.
A diverse workforce challenges conventional thinking and creates a more dynamic and rewarding work environment. It may also lead to better experiences for clients.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.