• Weekly Research Briefing:
    Global Trade Gets Muddy

    June 18, 2018

    Much to think about this week, but the acceleration in the global trade wars has once again moved to the top of the list. Going tit for tat with China has upset the financial markets. Will this set a precedent for how the U.S. ‘negotiates’ with Europe, NAFTA and the rest of the world?

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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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  • 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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  • Wall Street Mood Monitor

    1st Quarter

    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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  • 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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