• Weekly Research Briefing:
    Just New All-Time Highs

    January 13, 2020

    The bears tried their best to break the market Tuesday night on the anticipated Iranian attacks but it didn’t last long. Iran quickly backed down once the news of a mistaken attack on a Ukranian passenger jet surfaced. As geopolitical risks de-escalated, the markets quickly turned its thoughts toward the signing of a U.S./China trade deal…

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  • Mind the Benchmark: The Pitfalls of Defaulting to S&P 500 Comparisons

    Article: Mind the Benchmark: The Pitfalls of Defaulting to S&P 500 Comparisons thumbnail graphic

    In its 57-year history, the S&P 500 Index has become the center of the investment universe. In many cases, investors would be wise to resist its gravitational pull. The index has become the default mechanism for gauging market performance. Its ubiquity has also caused many investors and investment professionals to mistakenly apply the index as a mental benchmark for relative performance.

     

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  • The Proper Role of Managed Futures in a Portfolio

    Thumbnail of article: The Proper Role of Managed Futures in a Portfolio

    Turns out while many investors think of managed futures as a hedge, that is not the point of the strategy, instead it is meant to be a source of uncorrelated returns for a portfolio. To be fair, they have historically performed fairly well in tough markets for equities, but that is not always going to be the case, nor is it the goal of the approach.

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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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