Janus Henderson Rebuilds Quant Platform, Grows Systematic Strategies Team
Feb 26, 2025
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News category: Multi-Asset Strategies
Lombard 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.
Continue readingAdvent Of Active - Weekly Roundup, December 13, 2024
Dec 13, 2024
Investors believe active exchange-traded funds are showing greater promise than their more traditional mutual fund counterparts. Active ETF assets have tripled since 2018 with global ETF assets tripling since the end of 2018 to USD14.4 trillion but actively managed ETFs have outshined this rate, rising almost 700% since 2019 to USD806 billion at the end of October, according to data from Morningstar.
Continue readingTactical Bets Could Dominate 2025 As 60/40 Becomes More Challenged
Dec 9, 2024
Balanced 60/40 portfolios may face greater difficulties next year. Short term tactical strategies across asset classes will drive alpha.
Continue readingHOOPP Favors Flexible, Dynamic Strategies For Portfolio Management To Navigate Liquidity And Risk
Dec 4, 2024
Investors need to approach portfolio rebalancing in a more flexible and dynamic way to effectively manage investment tradeoffs, such as liquidity and risk.
Continue readingNZ Super Considers Alternative Signals For Tail Risk
Nov 22, 2024
The USD50 billion New Zealand Superannuation Fund is looking to incorporate alternative signals as a way to improve its strategic tilting strategy. This complements a broader assessment of tail risk strategies under its total portfolio approach.
Continue readingCommodities, Fixed Income Attractive For Diversification And Protection Against Volatility, Inflation In 2025
Nov 18, 2024
Uncertainty stemming from unclear U.S. Federal Reserve policies, rising geopolitical risks and economic concerns may lead to turbulent market conditions, favoring asset classes like commodities and fixed income.
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