Minisode - A Unique Approach to Target-Date Funds
For retirement-oriented investors, especially those saving through 401(k) and other defined-contribution plans, the most popular solution is a target-date fund. Those funds are designed to build retirees’ wealth through a carefully constructed asset allocation and glide path that minimizes risk. But designing those funds is a complex process, as my guest today will explain.
Demystifying the False Choice of Value and Growth Investing
Value managers often use static point in time multiples such as Book to Price to identify attractive companies. P/B is a “cheapness” indicator rather than a measure of a company’s intrinsic value, as it does not include the essential components to value a company: profitability, growth, competition, and risk. On the other hand, growth managers focus on a companies ability to growth their business assuming it will lead to creating shareholder value.
Exploring Defined Outcome ETFs
Defined outcome ETFs have quickly gathered almost $5 billion in assets; Not unexpected given their much lower drawdowns when the market crashed in March 2020; However, they are complex and expensive products and there are viable alternatives.
US 2020 Election Investment Pulse: Time for Strategy Rotation
Global equity markets rallied on Monday after major networks declared Joe Biden the winner of the US presidential election, and early analysis of a COVID-19 vaccine from a large US drugmaker showed promising results.
The Case for Collateralized Loan Obligations (CLOs)
In an environment where interest rates are low and the risk of higher Treasury yields has risen, Portfolio Managers from Janus Henderson Investors discuss how allocations to AAA rated CLOs may help investors diversify a traditional fixed income portfolio, offering lower volatility, higher credit-quality and less sensitivity to any rise in interest rates.
2020 Vision: Focusing on Risk Mitigation
Coming into the home stretch of 2020, continued concerns about COVID-19 and the political environment persist and have been feeding risk-averse sentiment for many investors. Given the year the world has experienced, it’s not surprising people are focusing on portfolio risk mitigation.
K2 Advisors Fourth Quarter Hedge-Fund Strategy Outlook
Given elements of uncertainty tied to COVID-19, geopolitics and policy decisions to come in the United States and across the globe, our K2 Advisors team believes the current environment may favor nimble, shorter-term strategies.
Volatility Trading in the COVID-19 Era: Shaken not Stirred
While the world focuses on COVID-19, there’s another virus that’s getting far less attention – the volatility virus. Investors and traders who embrace and capitalize on volatility (or “vol”) are jumping into indices that track volatility. And 2020 is surely the year to do so.
Minisode - The Latest Developments in Hedge Fund Replication
Dynamic Beta’s portfolios seek to match or outperform the portfolios of leading hedge funds by identifying, and investing directly in, the key drivers (or factors) that explain recent pre-fee performance. Its engine is based on over a decade of research into the primary sources of returns among Equity Long/short, Managed Futures and Multi-strategy hedge funds. Its portfolios consist only of highly-liquid futures and/or ETFs.