Viewpoints about Risk Management
-
Glide paths within the glide path
Target-date glide paths go beyond the basic model of replacing equity with fixed income over time. Many other asset classes may be involved and each has its own path.
Read more
-
What are SPACs? Just the facts
Investors are buying new special purpose acquisition companies (SPACs) at an astonishing rate, creating a mix of enthusiasm and caution. We explore what SPACs are, how they work, and what potential risks and benefits they offer.
Read more -
What the short squeeze frenzy means for your portfolio
The recent short squeezes have received a great deal of attention, but should you be doing anything about them? We explain why we believe the answer is no and why taking a steady view of market fundamentals makes sense now more than ever.
Read more
-
Model behavior: the driving forces behind the growth of model portfolios
The increasing awareness of the benefits that models can offer has led to an explosion in products available to financial professionals and their clients, but the proliferation of choice requires careful navigation.
Read more
-
What investors need to know about today's market volatility and the VIX
Stock market volatility spiked in the first half of 2020. We explore this turbulence and the VIX, the most common benchmark for measuring stocks’ peaks and valleys.
Read more -
Behavioral coaching: sticking to the game plan
Financial advisors can often find ourselves in the role of the psychologist, talking otherwise intelligent and successful clients out of acting irrationally amid times of volatility. Help them PAUSE for thought with this simple exercise.
Read more
-
Behavioral alpha: designing a feedback loop
In the final part of our series on how human behavior can affect investment decisions, we’ll examine the performance review session, including techniques to promote deliberate process improvement.
Read more
-
The 2020 bear market—an exogenous shock for the history books
With the arrival of a bear market, it's instructive to examine what’s unique about this downturn relative to past bears for clues as to when a potential recovery could emerge.
Read more
-
Behavioral alpha: do groups make better investment decisions than individuals?
In the fourth of a series of articles on how human behavior can affect investment decisions, we examine the interaction of individual biases and group dynamics and how they can lead to 'groupthink'.
Read more
-
Behavioral alpha: the perils of the performance-chasing path
In the third of a series of articles on how human behavior can affect investment decisions, we look at the reasons why we’re predisposed to chase performance,and techniques to avoid it.
Read more