• Weekly Research Briefing:
    Fear and Loathing in D.C.

    April 16, 2018

    Only a fully loaded Hunter S. Thompson could write a more outrageous political drama. Beyond the reality of tariffs and trade wars, the bombing of Syria, meetings with North Korea, and multiple Congressional and White House exits last week…

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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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  • 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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  • Long/Short Equity: Improving Outcomes for Core Portfolios

    Long/short equity funds make up the largest single-strategy alternative mutual fund category, but their popularity hasn’t always translated into proper placement within a portfolio. The primary benefits of long/short equity funds are often underappreciated, and worse yet, the strategy is often square-pegged into an “alternatives” allocation of a client’s asset mix where it may provide less value.

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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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