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…
What Would A Transfer Of Economic Power From Baby Boomers To Generation X Look Like?
According to estimates from the U.S. Census Bureau, Generation X (Americans born between 1965 and 1981) numbered around 66 million in 2015, putting them behind…
Record-High Increase In S&P 500 EPS Estimates For Q1
During the month of January, analysts increased earnings estimates for companies in the S&P 500 for the first quarter. The Q1 bottom-up EPS estimate (which…
The Economic Impact – STOU Analysis
During his first State of the Union address on January 30, President Donald Trump touched on a number of policy milestones and laid out his…
Is The Financial Market Becoming A “Global Brain?”
The financial market is an ecology of market centers, investors, and trading firms—some human, some artificial. Trading models send signals (orders to buy or sell)…
Millennials Outnumber Baby Boomers, But Don’t Count Them Out
According to estimates from the U.S. Census Bureau, the millennial generation (Americans born between 1982 and 2000) has surpassed the baby boomer generation (born between…