Article examining the economic effects and investment implications of the US fiscal cliff agreement
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.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Themes and implications from the Global Equities Investors Quarterly
Factor investing through the cycle
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
Shifts in global regulations will alter the insurance industry worldwide. Read more
Article discussing how low growth, low yield environments are good for equity income investing.