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...
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...
Portfolio Stress Testing the US Debt Ceiling: Today Vs. 2011
In times of market uncertainty with the potential for a shock, stress testing is a powerful tool to assess portfolio resilience...
Stress Testing the Market’s Expectations for a Soft Economic Landing
Using the data below, we’re working with clients to help them understand how their portfolios might shape up if this hiking cycle...
Maximizing Alpha in Stressful Environments
Throughout history we have observed that in rising interest rate environments, cyclicals tend to lose while defensives tend to...
Reducing the Cost of Implementation in Goal-Based Investing With an Integrated Multi-Period Approach
In this article, we explore a relatively new approach to goal-based investing (GBI). The premise is that instead of building a...
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