Risk
2022 Millennial Investor Report
Results from the 2021 Natixis Global Survey of Individual Investors reveal how Millennials are changing as they start to turn 40.
Quantifying Turbulence in Trend Following
The authors examine historical periods of high turbulence and classify their driving forces to gain a better understanding of these extreme events.
Russia's Global Supply Chain Leverage
Loomis, Sayles & Company's Senior Sovereign Analyst, Hassan Malik, CFA®, considers the less obvious dependencies on Russia, including aluminum and titanium.
What Russia's Reach into Ukraine May Mean for Markets
Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.
Sharpe-Weighting: An Alternative Portfolio Construction Technique
Weighting portfolio assets based on their Sharpe ratios may be a good alternative to mean-variance optimization to help optimize risk efficiency.
- January 18, 2022
- Joseph Stein
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.
- October 20, 2021
- Mark J. Cintolo - Sean Kaukas
2020 Global Survey of Financial Professionals
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.
2019 Institutional Survey Part II
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.
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.
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.
Institutional Investor Survey: Preparing for a Market Shift
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.