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.
Characteristics and Implementation Considerations for Private Equity
Private equity: A potential source for enhanced returns
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Learn how applying Strategic beta can help investors access the benefits of active investments through a passive strategy. This case study also reveals how hese strategies look to address deficiencies in traditional market-cap weighted and single-factor i
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
Markets, economy, stocks, growth, global, fixed income, international, asset classes
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An alternative risk premia strategy is itself more diversified than a diversified growth fund or an all-equity portfolio.