Alternatives
Away-from-zero rates and double-digit volatility have meaningfully enhanced options-based strategies such as those managed by Gateway since 1977.
Historical analysis shows how the equity Quality factor has outperformed Minimum Volatility and High Dividend factors since 1995.
US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.
Research paper explores how synthetic rebalancing using a futures overlay can help manage risk, reduce transaction costs, and minimize taxes.
Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.