• Weekly Research Briefing:
    The Sea Door...

    August 7, 2017

    I suspect that this will be the view of many readers for the week. It is a good time to take a break. Second quarter earnings are in the books, Congress and the White House are out until September and the Fed is sizing up waders and fishing poles for that annual break to Jackson Hole on the 24th of August.

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  • Managed Futures:
    Complex Strategy, Simple Purpose

    The algorithms underpinning managed futures strategies may be complex, but the strategy’s purpose is simple. In a single word: diversification. The following article shares the basics about managed futures strategies, explaining what they are, how they work, and most importantly, their role as a diversifier within a broader portfolio. 

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  • Defining Alpha...It's Skill Not Excess Return

    Alpha may be a common investment term, but it remains commonly misunderstood. Market observers often define alpha simply as a fund’s outperformance relative to a benchmark. This misconception is not only incorrect, but ignores what alpha truly identifies: manager skill.

     

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  • Wall Street Mood MonitorTM

    The Wall Street Mood Monitor is a three-factor model gauging the climate or “mood” for active management within each sector. The factors include sentiment, earnings trends and correlations. Find out which sectors may be a sweet spot for active management.

     

     

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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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