Private credit has emerged as a permanent fixture in institutional portfolios, not as a speculative play, but as a ...

With today’s investors up against increasing challenges in the continued search for enhanced long-term returns, downside protection and portfolio diversification, many are looking beyond the ...

In the ever-evolving world of financial markets, portfolio management is no longer just about diversification across sectors or regions. Today, the most successful asset managers rely on quantitative ...

For those drawing from a more traditional portfolio of stocks and bonds, there is another huge risk lurking within the dispersion of their portfolio’s returns. More specifically, it’s entirely ...

What’s necessary is a more modern version of portfolio construction that focuses on the risk/return characteristics of investments, rather than traditional asset labels.

Introduction “Desperate for returns, pension funds have piled into private markets in recent years” (Taking Back Control 2020). According to this claim—formally known as a reach for yield—pension ...

While the traditional portfolio asset mix of 60 per cent in stocks and 40 per cent in lower-risk bonds has served financial advisors and investors well for many years, some in the investment ...

However, current market conditions may actually slow your portfolio’s growth right now. With interest rates set to remain historically low for the next few years, a 40 per cent investment in bonds is ...

And the biggest challenge their advisers face today is managing client expectations in a world where traditional portfolio models no longer behave as expected. The 60/40 model, once a reliable ...

The traditional 60/40 portfolio of stocks/bonds, long considered great blend of risk/return, is now in big trouble. Year to date, a 60/40 portfolio has dropped nearly as much as a 100% stock one ...

Portfolio optimizers focused on risk-adjusted returns will generally attempt to allocate up to a full third of a traditional portfolio to managed futures, far more than most advisors and clients ...