Thought Leadership

If Everything Correlates, How Will Risk Parity Perform?

Columbia Management believes that market conditions in 2015 will echo recent periods, with episodes of higher correlation among asset classes continuing. What effect will this have on risk parity portfolios, and on those who practice risk parity investing?

Hedge Fund Investing After Seven Lean Years

Since the onset of the global financial crisis, there has been a notable deceleration in hedge fund returns, and correlations with equities have often been higher than investors expected.

Evaluating the Progress of Emerging Markets

Lazard Asset Management discusses interest rates, emerging markets, and investor sentiment going forward.

Looking Ahead to a Low Carbon Future—and Taking the Profits Now

A conference in Bellagio hosted by the Rockefeller Foundation sparked the idea of creating an innovative  investment opportunity for those who believe in climate change—and those who don’t.

The Many Nuances of Fixed Income

Voya on how fixed income can be just as exciting as any other asset class despite much talk of alternatives and other “sexy” investment strategies.

Back to Basics

Investors that are confident about meeting their objectives are left wondering whether these complicated investments are worth the risks and the fees charged.

“Right-Risking” Investment Portfolios

Standard Life on the nature of outcome-oriented strategies and how their $62 billion absolute return franchise has helped in the effort.

The Roots of Innovation

In the target-date fund space—perhaps the area of institutional investing that has seen the greatest degree of change in the past 10 years—understanding the root of innovation is essential.

Hedge Long First: An Alternative Approach to LDI

Russell Investments discusses the hedge long first approach—reducing overall surplus volatility as much as possible with the assets that are committed to liability hedging.