• Weekly Research Briefing:
    Crazy Plane...

    May 15, 2017

    No one said that the flight path to higher returns would be easy. With the increase in uncorrelated asset returns, there are many different sets of positive returns out in the market right now.

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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

    February 2017

    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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  • The Long/Short Advantage

    Long/short equity can limit volatility within the portfolio, stabilize the sequence-of-returns and narrow the possible outcomes to help investors and their advisors better plan.

    In times of market uncertainty and dwindling returns from traditional asset classes, investors are looking to long/short equity strategies to capture equity-like returns while managing downside risk.

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