Long time readers of mine might remember the longest piece I've ever written for Seeking Alpha, at some eight-thousand words, woefully titled Building A Better Portfolio With Capital Efficient Funds, ...

If equity, debt, and gold all underperform together during severe market stress, diversification benefits for multi -asset ...

Active management has taken exchange-traded funds by storm. Once an oxymoron, given passive ETFs’ dominance, active ETFs have brought in 27% of new money invested in ETFs so far this year, and their ...

Standalone risk refers to the risk tied to a single unit or asset, isolated from a portfolio. Understand its significance with examples and measurement formulas.

The Portfolio returned 3.84% gross as resilient consumer spending and potential rate cuts support positive market ...

This content was paid for by Newton Investment Management. For institutional investors only. Please read the important disclosure at the end of the document. We have come to define the period that ...

Want to earn decent returns at lower risk? Go for multi asset allocation funds that invest in a mix of equity, debt and commodities. These funds invest in at least three asset classes, with a minimum ...

Effective risk management requires having the right tools. This is where portfolio risk software solutions come in handy for your RIA firm. These platforms let you identify potential risks and come up ...

Powered by advanced factor research and daily refreshed data, Bloomberg’s MAC3 Risk Model transforms how investors see and manage risk in a multi-asset world. Bloomberg MAC3 gives investors a unified ...

US portfolio trading volumes have more than doubled this year as the rapid electronification of corporate bond markets is encouraging more investors to buy and sell large blocks of bonds in one go.

We have come to define the period that followed the 2008 global financial crisis and continued until the Covid pandemic in 2020 as the era of quantitative easing (QE) – a period in which financial ...