Perspectives Topic:

Portfolio Management

May 4, 2021

A Different Perspective: A Humble Derivatives Lawyer’s

To download a PDF version, please click here. Uncleared Swaps Public Service Announcement PSA: If...

March 1, 2021

What a Difference An Hour Can Make

To download a PDF version, please click here. Earlier this year, a change occurred with...

October 5, 2020

A Very Normal World…of Interest Rates

To download a PDF version, please click here. Very little currently could be described as...

August 19, 2020

Willing to Concede the S&P at 3750+? Equity Protection Strategies, Enter Stage Left

To download a PDF version, please click here. The combination of near all-time highs for...

July 16, 2020

The Siren Song of Manager Diversification

To download a PDF version, please click here. Recent market gyrations once again remind us...

March 24, 2020

Quick Post on Rebalancing

To download a PDF version, please click here. I know this is not the time...

January 22, 2019

Investing in Alternatives: What’s Trending

To download a PDF version, please click here. While we have seen shifts from active...

October 24, 2018

Implementing Your Beta

To download a PDF version, please click here. When envisioning any new strategy, it is...

September 25, 2018

Rebuilding Beta

To download a PDF version, please click here. In our previous post, we outlined a...

September 7, 2018

Breaking Down Your Beta

To download a PDF version, please click here. Like visiting the doctor periodically, it is...

June 29, 2016

Have Cash – Will Carry: Another Simple Strategy to Help Enhance Cash Yields

To download a PDF version, please click here. As the (seemingly) never-ending search for yield...

May 11, 2016

Bonds Without Borders

To download a PDF version, please click here. It may pay to be a little...

April 22, 2016

Prix Fixe vs. A la Carte (or, Asset Classes vs. Risk Premia)?

To download a PDF version, please click here. When you go to a restaurant for...

April 5, 2016

Long Corporates and Low Treasuries

To download a PDF version, please click here. We talk with a lot of pension...

March 29, 2016

Risk Premia Strategies – Beta Overlay 2.0?

To download a PDF version, please click here. The advent of investable risk premia indices...

February 8, 2016

Rebalancing? Don’t Forget Derivatives

To download a PDF version, please click here. January’s steep drop in equity prices and...

January 11, 2016

Here’s an Idea to Potentially Enhance Your Cash Returns

To download a PDF version, please click here. Returns will be hard to come by...

December 22, 2015

Brazil Downgraded to Junk—But It’s Not High Yield!

To download a PDF version, please click here. Brazil’s sovereign debt was recently downgraded below...