• Weekly Research Briefing:
    Quiet Summer?

    June 19, 2017

    The last two weeks of June are usually a good time to recharge the batteries and get away. Unfortunately, last week kept many of those out of the office attached to their smartphones and their boats tied up at the docks.

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  • Alpha in all Environments:
    Navigating Through Calm and Crisis

    Investing in the current market environment brings its own unique set of challenges and obstacles, just like every market before it, and likely every market hereafter. To fully prepare a portfolio to weather whatever may come, incorporating investment strategies that can withstand the test of time is paramount.

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  • Preparing for Volatility Expansion in Investor Portfolios

    As advisors work to position client portfolios for market conditions which may lay ahead, a common question is how certain investments may perform in an expanding volatility environment—an important consideration given recent low levels of volatility—and historical patterns of reversion.

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  • Bounded Rationality:
    Tapping Investor Behavior to Source Alpha

    Behavioral biases influence even the most expert investors, and often create a predictable pattern of how future company expectations could evolve.

     

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  • The New Core Allocation:
    Long/Short Equity

    With equity valuations at elevated levels, subdued economic growth due to changing demographics and stubbornly low productivity gains, as well as a bleak outlook for fixed income, advisors are challenged to rethink foundational portfolio elements of investor portfolios—which means seeking out strategies that bolster the core going forward.

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