Search Results

Active managers and alternative investment strategies offer the opportunity to add value over passive investments and can offer capital protection. However, as recent cases of financial wrongdoing have shown, it is critically important for investors to adhere to best practices in evaluating a manager's claims and demanding both transparency and an ...

This paper defines a relatively new measure of active management; discusses how it might be used alone and in combination with tracking error to better characterize and compare active managers; discusses how it might help to identify managers most likely to outperform their benchmarks; and promotes further discussion and research of active share as...

A Rothstein Kass report finds that biotechnology executives are becoming more creative in their financing approaches, creating a climate ripe for consolidation and strategic alliances. Investors who viewed an initial public offering as an exit strategy are being replaced by those with longer horizons and by better capitalized industry participants ...

European firms have grown into formidable carbon competitors, due to the establishment of the EU Emissions Trading Scheme. That makes North American companies the new kids on the block in the global carbon market. This article from Natsource highlights market strategies employed by companies in the early stages of the EU ETS and offers insights for...

Six hedge fund experts, including the chief executive of a major family office in Europe, candidly discuss some of the more topical themes within the hedge fund community at a special roundtable convened by Horizon Cash Management.

Investing in energy is not without its risks, such as the volatility of commodity prices, funding concerns and regulatory uncertainty. However, Neuberger Berman believes this sector offers promising, long-term investment opportunities due to the move to a lower carbon-energy diet and its reliance on alternative energy sources and conservation.

A new report from BlackRock highlights the more significant flaws in the hedge fund business model, remedies that could repair the industry's damaged reputation and reasons why hedge fund and fund of funds strategies remain compelling in 2009 and beyond.

No asset class, except government bonds, has protected investors from the credit crisis. But that does not mean diversification has failed investors, according to this analysis by Barclays Global Investors. The authors explore investors' flight to quality as a risk factor affecting current returns and explain why investors should diversify across t...

Emerging market local currency-denominated debt is a relatively new asset class that offers the potential for strong returns with low correlation to the returns of other asset classes. BNY Mellon Asset Management provides answers to a dozen common questions about this type of debt.

Given the impact of the back-and-forth tariffs and the U.S. Department of Government Efficiency (DOGE), the risks of creating a bout of inflation or a bout of economic slowdown (or both) are very real. The uncertainty, market gyrations, and indications of a double-digit market correction at some point during 2025 are also creating tremendous angst....

President Trump was inaugurated into office last week amid rallies and protests lining the streets that continued into the weekend. In his first few days in office, Trump has already put forth executive orders to freeze new agency regulations, withdraw from the Trans-Pacific Partnership, and renegotiate the North American Free Trade Agreement. Thes...

Looking in the rear view mirror on the global markets—including the resurgence of populism, the Fed’s annual rate migration, and portfolio positioning—another up year is in the books for U.S. equities, with 2016 marking the eighth consecutive calendar year to have a positive total return on the S&P 500 Index. This time around ...

Governments and individuals now have to deliver on the promises that they have made. In other words, the rhetoric of last year has to be translated into policy and investment reality. Investors may also have to get used to a world characterized not only by divergence, but also by a continued threat of disruption. We are living in a complex world bu...

Heading into 2017, the top five investment themes center around prolonged expansion, inflation rising, a new upward interest rate bias, going from global to local, and stock pickers being back in style. With all the dire headlines, it’s easy to forget that we are in the midst of the fourth longest expansion on record. Looming risks exist, nam...

The U.S. president-elect’s victory and the Italian’s declination of reform in the waning months of 2016 was a final crescendo for a central theme of 2016, populism. Additionally, stresses in regions like the Middle East and East Asia were accompanied by growing inequality and unrest, while concerns over the refugee crisis and a snowball...