ETFs

    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...

    Nov 9, 2018

The midterms are over; what comes next?

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The 2018 midterm Congressional elections go in the book as the most expensive ever, with spending on...

    Nov 9, 2018

What is hedge fund replication?

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There are many kinds of hedge fund strategies in the market. HFR, a leading hedge fund industry research group, tracks four major categories...

    Oct 23, 2018

Beyond the 60/40 Portfolio

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The economy is rolling along but the markets have hit some turbulence, reminding everyone that those two things aren’t always...

    Oct 12, 2018

Merger arbitrage strategies – A powerful tool to manage market volatility

by: ; Dan Petersen, CAIA®; Mark Lacuesta, FRM, CAIA, CIPM

In times of market stress, investors...

    Oct 12, 2018

The eye of the storm

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

While Hurricane Florence impacted the Carolinas in September, the markets had their own whirlwind of events to contend with...

    Oct 5, 2018

A deeper look into currency hedging

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Regrets. Most investors have had a few, and this year’s currency volatility has been another reminder of how unexpected movements in the dollar...

    Sep 18, 2018

Market balance: Currency contagion, trade rhetoric, and rate hikes

by: ; Mark Lacuesta, FRM, CAIA, CIPM

The U.S. equity markets posted positive returns during a period where...