• Weekly Research Briefing: Portfolio Warping

    November 11, 2019

    So the Fed cuts rates three times and pauses. Then, the Fed’s Charles Evans suggests that they might let inflation run toward 2.5%. Throw in a few economic green shoots, and some hopes of a China trade deal, and now global bond prices are under pressure, yield curves are un-inverting and cyclical stocks have lifted their heads off the mat and are now getting up on one knee.

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  • Choosing a Managed Futures Fund

    Thumbnail of Choosing a Managed Futures Fund article

    If you are invested in managed futures, you know how difficult the past decade has been. Low interest rates, low volatility and the lack of significant trends have led to muted returns. However, it has not changed the historical profile of the strategy i.e., being additive as an uncorrelated component of an investor portfolio.

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  • Back to the Basics: The Utility of Alternatives

    The Utility of Alternatives

    Despite volatility in the market, equities remain strong overall, but it is exactly at these moments when investors must give careful consideration to the characteristics of the various tools that can be employed within a diversified portfolio.



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  • What are Managed Futures?

    What are Managed Futures?

    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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  • The Math of a Big Loss

    The Math of a Big Loss

    The numbers are in—and stark. An individual decides to retire after a lifetime of hard work just as the market falls. An investment portfolio subject to market returns would therefore be negatively impacted, and the potential outsized effect could come as a shock.


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