ETFs

    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...

    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...