ERS Texas Revamps Investment Strategy With Systematic And Factor-Based Approaches For 2025
Feb 5, 2025
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News category: Multi-Asset Strategies
Tidan Capital Preps Portable Alpha Strategy And Multi-Strategy Fund
Feb 17, 2025
Portfolio managers at Tidan Capital are preparing to launch a portable alpha strategy in March and will roll out a multi-strategy fund in April.
Continue readingEverything’s Beta In Barcelona - EQD+ Weekly
Feb 14, 2025
When I arrived at the newly renovated Hotel Arts in Barcelona for Europe EQD, the sun was shining and a chilled glass of cava welcomed me. It was off to a good start. Over the next two days, I met with expert portfolio managers in volatility and quantitative investment strategies and gained valuable insights into the wide range of trading opportunities being explored for the year ahead, which I am now going to share with you.
Continue readingGamma Games - Weekly Roundup, January 31, 2025
Jan 31, 2025
Monday’s tech rout, combined with the Federal Reserve’s decision to pause rates, has unsurprisingly given investors more reasons to think about active management to tackle potential volatility surges in the near future.
Continue readingHedge Fund Inflows Reshape Commodities, Bringing Both Risks And Opportunities
Jan 22, 2025
Institutional investors worry that growing allocations from systematic hedge funds could dilute the diversification benefits of commodity strategies such as commodity curve alpha.
Continue readingThings Are More Diversified In Texas - Weekly Roundup, January 17, 2025
Jan 17, 2025
I took a long(ish) drive to the Silicon Hills of Austin this week for EQDerivatives’ first event of the year. It was great to hear what investors had to say about potential uncertainties going forward into the new year. But no haunted hotels for me this time, unfortunately. The impending return of President-elect Trump to the oval office, higher equity valuations for U.S. companies and emerging market risks brought on by global fiscal policy and potential trade wars meant conversations with institutions focused on one thing above all else: diversification.
Continue readingLombard Odier's All Roads Refines Trend Strategies, Strengthens Risk Management
Jan 13, 2025
Portfolio managers at USD68 billion Lombard Odier Investment Managers are tweaking trend overlay strategies in the All Roads multi-asset book.
Continue readingMinnesota Manager Develops Layered Hedging Strategies To Diversify Portfolio Protection
Jan 7, 2025
DGV Solutions are combining defensive strategies to offer clients layered protection that can adapt to different types of market stress.
Continue readingRays Of Light - Weekly Roundup, January 3, 2025
Jan 3, 2025
The final trading sessions of 2024 marked an ominous close to what was an exceptional year for U.S. equity investors. The year-end dip in the S&P 500 and the Nasdaq 100 shaved more than a trillion dollars in large cap market value. However, these losses are only a blip for the S&P 500, which has surged more than 50% since the start of 2023, marking its strongest two-year performance since the late 1990s.
Continue readingNew ETF Offers Dual Exposure To U.S. Treasuries, Merger Arbitrage For Enhanced Portfolio Efficiency
Dec 18, 2024
Newfound Research and Tidal Investments have launched a new exchange-traded fund that combines exposure to U.S. Treasury futures with a merger arbitrage strategy.
Continue readingLGIM Americas Touts Commodities For Diversification And Risk Management, Despite Recent Challenges
Dec 17, 2024
Multi-asset officials at Legal & General Investment Management Americas said investors should view commodities as a group of distinct sectors, each with its own characteristics and potential, and strategically reweight them within multi-asset portfolios.
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