What’s Next For Risk Parity?
The concept of risk parity was a novel conception based upon the premise of an allocation of risk, usually defined by volatility, rather than an…
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Hunting For Rotten Easter Eggs In Your Fixed Income Portfolio
Every family has its own holiday traditions; my family is no exception. One memorable Easter stands out. See 2017 Hedge Fund Letters. My brother and…
IPO Activity Slows In Q1 2018, But IPOs Are Still Up 50% From A Year Ago
Following a solid 2017 (229 IPOs), initial public offerings on U.S. exchanges slipped in the first quarter of 2018. There were 51 IPOs in the…
How Have Analysts Performed In Terms Of Their Ratings Over The Past Year?
To assess the performance of analysts over the past year, FactSet divided the stocks that were in the S&P 500 on March 31, 2017 into…
Do Mega Deals Actually Benefit Buyer Shareholders?
Much of the focus on mergers and acquisitions is on mega deals that change industry landscapes (Disney/Fox, Amazon/Whole Foods, CVS/Aetna). However, these deals are typically…
The Heartbeat Of ETF Tax Efficiency Part Three: Trade Forensics
Cost control is key to long-term investment success, but trading costs associated with portfolio rebalances add up over time, decreasing returns overall. This slippage is…
How One Cryptocurrency Plans To Make Waves In The Money Transfer Industry
Over the past year, cryptocurrencies have garnered considerable investor attention as much for their volatile swings as their ability to make millionaires overnight. Originally created…
Hedge Funds Slow Down Purchases Of FAANG
Christa Forte, Strategic Consultant; Matthieu Savi, Strategic Consultant; and Lynsey Ashford, Strategic Consultant also contributed to this article. There’s been an ongoing debate on whether…
Challenges Ahead For The U.S. Auto Industry
After seven consecutive annual increases, 2017 marked the first year in which U.S. vehicle sales declined. Following a record-high 17.9 million units sold in 2016,…
Who’s Afraid Of The Big Bad Bond Yield Backup?
We are now a week into February and I feel safe exclaiming “wow, I didn’t see that one coming!” The chart of the 10-year Treasury…