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...
Navigating the Storm: An Analysis of the Global Financial Market Risk Outlook
Since the downturn of global financial markets on August 5—a so-called Black Monday given the significant losses across major...
Asset Class Analysis and Allocation Implications in Changing Economic Environments
In times where the fight against inflation is still not over and Treasury yields are experiencing elevated volatility from...
Will the ECB Cut Rates Before the Fed? Exploring the Impact on Investment Strategies
Given European Central Bank (ECB) monetary policy discussions to lower interest rates after recent economic reports—Eurostat...
In this article we explore the complex hurdles that active portfolio managers encounter and how portfolio optimization is a...
How to Select a Portfolio Optimizer that Supports Your Investment Priorities
Whether you are a systematic asset manager, an asset owner, or a wealth manager, a portfolio optimizer is a powerful tool to...
Key Considerations for Stress Testing with Climate Risk Data
Stress tests have become an integral part of risk management in the last decade. They are now required in bank and investment...
Do Stock and Bond Markets Become More Volatile Around US Presidential Elections?
In the year of a US presidential election, questions about implications for financial markets come to the fore among investors....
Portfolio Stress Testing Amid Middle East Conflict
Given the potential for expanded geopolitical uncertainty in the Middle East, it may be relevant to conduct portfolio stress...
Should You Consider Expanding Your Standard Portfolio Risk Analyses with Carbon and Climate Data?
Regulatory frameworks for environmental and sustainability factors continue to evolve—particularly in Europe. As a result, some...
Backtesting Equity Signals to a Fixed Income Universe
The expanding importance and liquidity of fixed-income markets has coincided with more interest in systematic strategies for...
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