Alternatives
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The Fed’s balance sheet represents an underappreciated risk right now
What’s the greatest underappreciated risk plaguing markets today? See what’s most worrisome to Adam C. Rudd, CFA, Standard Life Investments.
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How to defuse one volatile market with another
Adam C. Rudd, CFA of Standard Life Investments explains his recent volatility pairing of a concentrated market versus a more diversified counterpart.
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What are hedge funds and why did they outperform in the sell-off?
Hedge funds have long managed risk for the accredited investor—but what are they? And why have they done better than their unhedged peers in falling markets?
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Long/short financial services—investing in an industry renaissance
Given its complexity, financial services can be a graveyard for generalist investors, but that complexity can create fertile ground for long/short specialists who’ve spent their careers in the sector.
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Vital signs—long/short opportunities in healthcare stocks
Changes in healthcare favor long/short sector specialists, as some companies thrive and others fail to adapt. See why investors in healthcare stocks can’t expect a rising tide to lift all boats.
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Trump policies may help certain tech stocks and hurt others
See which Trump policies on the agenda today may move tech stocks abruptly—up or down—depending on how, or if, those policies unfold.
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AI big data and other disruptors are driving tech stock dispersion
AI, big data, and other disruptors drive extreme tech stock dispersion that can burn generalist investors. See why long/short tech investing is best left to career sector specialists.
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Active currency's risk management merits in moments of crisis
Pursuing portfolio risk management measures before the next recession? See why macro currency strategies have the potential to rise even when equity and credit markets fall.
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A contrarian case for caution as capital cycles peak
The flow of funds into and out of different global asset classes and industries creates capital cycles: See where we are now—and what it means for investors.
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Why alternative investments may matter more than ever before
If the essence of investing resides in risk management, then maintaining a meaningful allocation to alternatives makes sense—especially now. John Hancock Investment Management’s Leo M. Zerilli, CIMA, shows why.
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