Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
Our newsletter provides the latest news and views impacting public funds.
An alternative risk premia strategy is itself more diversified than a diversified growth fund or an all-equity portfolio.
Full report detailing JPM's long-term capital market return assumptions for 2013
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Executive summary of JPM's long-term capital market return assumptions for 2013
A summary of the recent IFRS Foundation Conference highlighting important regulatory issues and changes that are affecting insurers today.
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.