portfolio management

portfolio management

Insight Markets Outlook portfolio management Strategy

Five ways to execute a pro-risk strategy

by Anwiti Bahuguna, Ph.D., Senior Portfolio Manager, Columbia Threadneedle Investments A pro-risk investment strategy with a diversified approach makes sense in today’s markets. ...
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Insight Markets Outlook portfolio management Quantitative Investing Strategy

Should We Be Holding More Cash?

by Corey Hoffstein, Newfound Research This blog post is available for download as a PDF here. Modern portfolio theory provides a way for ...
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Adapative Asset Allocation Asset Allocation Insight Markets Outlook portfolio management Quantitative Investing Quantitative Investing Strategy

Asset Allocation is Not for the Faint of Heart (Long Live Diversification)

by Adam Butler, Resolve Asset Management I’m starting to feel like a rancourous curmudgeon, but I am frustrated by some of the misguided commentary on ...
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Asset Allocation Insight Markets Outlook portfolio management Strategy

How Diversification Became a Four-Letter Word

by Charles Bilello, Pension Partners For the fifth consecutive year, responsible financial advisors all across the country are apologizing to their clients. Why? ...
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Factor Rotation: Possible, but Worth It?

by Corey Hoffstein, Newfound Research Summary­­ With significant research into factor rotation in 2016, we expect to see more factor rotation strategies in ...
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Insight Markets Outlook portfolio management Strategy US Stocks

The upside potential of downside risks

by Jon Lagerstedt and Dr. Brian Jacobsen, Wells Fargo Asset Management Dr. Brian Jacobsen discusses preparing for downside events in order to participate ...
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Insight Markets Outlook portfolio management Strategy

The Permanent Portfolio

by Michael Batnick, The Irrelevant Investor For the last 35 years, the classic 60/40 portfolio returned 10.5% a year. It’s hard to imagine ...
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World’s Largest Institutional Investors Expecting More Asset Allocation Changes Over Next Two Years Than In The Past

by Fidelity Canada InstitutionalSM With More Asset Allocation Changes Expected Globally, Institutional Investors May Find Value in Examining the Rigor of their Investment ...
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Insight Markets Outlook portfolio management Quantitative Investing Strategy

Momentum: Letting the Cheap Get Cheaper?

by Corey Hoffstein, Newfound Research This blog post is available as a PDF here. As an investment strategy, momentum focuses solely on prior ...
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Factor Shift: What ISN’T Working Anymore

by Jennifer Thomson, Gavekal Capital Regular readers are aware of our research showing that the Knowledge Effect is really a “super factor” (aka. one ...
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Insight Markets Outlook portfolio management Quantitative Investing

Is That Leverage in My Multi-Factor ETF?

Is That Leverage in My Multi-Factor ETF? by Corey Hoffstein, Newfound Research This blog post is available as a PDF here. Summary­­ The ...
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Insight Markets Outlook portfolio management Strategy

No, You Shouldn’t Invest Like Yale

by Roger Nusbaum, ETF Strategist, AdvisorShares The Yale University endowment recently announced its return for the year ending June 30th, 2016 as well ...
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Insight Markets Outlook portfolio management Strategy

A Pressure Release Valve For Your Portfolio

by Ben Carlson, A Wealth of Common Sense The markets have a way of making investors fearful whether stocks are up (they can’t rise ...
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Alpha's measurement problem

Alpha's measurement problem by Corey Hoffstein, Newfound Research Summary Alpha is the holy grail of asset management: risk-free excess returns generated by investment ...
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active investing Insight Markets Outlook portfolio management Stocks Strategy US Stocks

Investors Have Been Twice as Likely to Pick a Stock Down 20% Than Up 20% YTD

Investors Have Been Twice as Likely to Pick a Stock Down 20% Than Up 20% YTD by Eric Bush, CFA, Gavekal Capital Remarkably, ...
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