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.
Where can investors find sustainable sources of return?
Is China still the wildcard in domestic equity markets?
Characteristics and Implementation Considerations for Private Equity
What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market?
Private equity: A potential source for enhanced returns
Do we still see promise in emerging market growth?
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
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.