This April, financial markets around the world experienced levels of volatility comparable to several historical events. The...
Spikes in Market Volatility Through the Risk Model Lens
This April, financial markets around the world experienced levels of volatility comparable to several historical events. The...
Testing Investment Impacts from Rising U.S. Inflation and a Potential Recession
Given U.S. concerns of slowing economic growth and price hikes due to tariffs, in this article we perform a scenario analysis for...
Portfolio Scenario Analysis and Stress Testing in Tariff Conditions
We added two base thematic stress tests for clients to run their specific assumptions and evaluate their investment strategies...
A Granular Approach to Alpha Signal Selection and Optimization
In this article we explore the benefits of more granular (bottom-up style) analysis in the research and generation of alpha...
Historical Lessons: How New Tariffs Could Affect Financial Markets
With the possibility of new tariffs, we take a closer look into the possible response of the financial markets and the values of...
Key Considerations for Reporting
The reporting process and corresponding data delivery function plays a key role in every firm’s day-to-day operation. Here are...
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A Recent Study Reveals How the Performance Profession is Evolving in 2 Key Aspects
In a recent research study where we spoke to over 300 asset management decision-makers around the world, it is evident there are...
Printing a total return number raises questions about what drove performance, opening avenues for thoughtful analysis and...
We Projected Scenario Index Returns Before the U.S. Election. Were We Close to the Actual Returns?
Leading up to the U.S. presidential election, we projected major asset class index returns for both one week and one month...
Navigating Portfolio Turnover with Autocorrelation Insights
This article outlines an approach that enhances the dialogue surrounding active portfolio management by presenting a solid...
To provide you with more recent observations while still using the same election outcomes from the past 20 years, our sample...
Stress Testing Investment Strategies With Two Geopolitical Scenarios
We present two broad geopolitical scenarios and discuss how to use them in stress tests to analyze possible impacts on investment...
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