Monday 3rd May 2021
Passive management is often considered an economical way to get market exposure, with good risk diversification and few surprises beyond what the market delivers. However, indexing also means any return is limited to benchmark performance. What if there was a compromise? Read article.
Market neutral strategies should not only used as lever for investors that want an on-call safety valve for volatility, but retained as a strategic holding to...
Robust portfolios are not assembled from themes or market calls. They are constructed through layered research and disciplined implementation.
Concerns over rising inflation and a global growth slowdown have many financial advisers re-positioning client portfolios away from risk and towards safety.
It's never a question of If, only When will we see a significant left-tail event in risk assets. Here's why large equity-market declines are not rare; and why...
How advisers can use Python-based portfolio simulation to illustrate diversification, show where a client sits versus the efficient frontier, and explain the...
Discipline cuts through behavioural bias; and trend-following thrives because it responds and doesn’t predict. Take a look under the hood of a systematic...
Portfolio risk modelling is a critical task of advice practices, and one in which ignoring a crucial ingredient – the integrity of asset-class correlations...
