March 8, 2023 | 8 min
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The Correlation Conundrum: How Will You Fix Portfolio Diversification?

Identifying and quantifying the underlying co-movements within and across asset classes is essential in creating a diversified portfolio and mitigating idiosyncratic risk. It helps inform your strategic allocation decisions...

February 23, 2023 | 8 min
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How Much More Volatility Can You Take?

Your equity strategies are typically your largest source of portfolio volatility, and it’s clear we’re seeing more pronounced and frequent equity volatility today. Market pundits will attribute it to...

January 30, 2023 | 8 min
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Q1 2023 Equity Market Observations

In 2022, equity markets posted their worst calendar year return since the global financial crisis in 2008, as losses this year were significant. During the year, there was a...

November 15, 2022 | 8 min
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Low Volatility? Exactly What Kind of Volatility Are We Talking About?

Now that volatility has returned to the market, we thought we’d revisit some basics about low volatility equity strategies. These strategies all have a common objective: less volatility, lower...

October 17, 2022 | 4 min
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Q4 2022 Equity Market Observations

The third quarter started on a hopeful note as equity markets rallied in July. However, equity markets resumed their decline mid-quarter as fears grew that central banks’ aggressive monetary...