ETFs

    Jan 4, 2019

Factor-based investing goes international

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Factor-based investing can add value to a portfolio, when the factors are carefully selected and properly weighted. That’s been demonstrated...

    Dec 28, 2018

IndexIQ top trends and insights for 2019

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A new ETF Rule from the SEC, continued inflows into alternative strategies, and a robust M&A market will all be among the key trends to emerge in the New Year...

    Dec 28, 2018

Demystifying diversification

by: ; Kelly Ye, CFA;

The fourth quarter of 2018 is truly a special one. While “Tis the Season to Be Jolly,” the market has been more of a Grinch...

    Dec 20, 2018

Not quite year-end review

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So now that we’re closing in on the final days of 2018, we can start to try and make some sense of the year almost past...

    Dec 14, 2018

Merger arb & market volatility

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After a long period of relative quiet, market volatility has again become an issue, with investor concerns focusing on a host of matters including global...

    Dec 7, 2018

Mr. Market’s wild ride

by: ; Mark Lacuesta, FRM, CAIA, CIPM;

On the backend of the steep October drawdown, November started off with the uncertainty of the midterm elections. While there were expectations of a “Blue Wave”...

    Nov 26, 2018

What’s next for high yield?

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October was tough all around for the market, and high yield bonds were no exception – they started out strong but quickly sold off as investors abandoned...

    Nov 13, 2018

Beware the “Known-Unknowns”

by: ; Mark Lacuesta, FRM, CAIA, CIPM

October reminded us that markets can be volatile, with the S&P 500 dropping -6.84%, its worst one-month drop since September 2011...