Insights

Alternative Risk Premia: A Diversifying Option for Investors (Euro Edition)

Elevated equity market valuations and potentially rising bond yields suggest the return environment for traditional risk assets could be difficult. Faced with this challenge, institutional investors are seeking alternative sources of return. Alternative risk premia (ARP) strategies—which harvest well-established risk premia and market anomalies across asset classes—may fit the bill. ARP strategies have exhibited low […]

September 2019

Managing Portfolios Through Equity Market Downturns

Thoughtful decisions during chaotic environments are what separate the top-performing investors from everyone else. In this series, we review five important topics that should inform any plan to manage portfolios through equity market downturns.

September 2019

Market History

Equity market downturns are chaotic environments that are rarely short-lived—the best advice is to be prepared.

September 2019

Portfolio Liquidity

Investors that have inflexible spending needs and large allocations to illiquid assets should plan how they will tackle the next downturn’s liquidity challenges.

September 2019

Diversification Challenges

As investors prepare for the next equity market downturn, they should take a closer look at the benefits and limits of diversification.

September 2019

Behavioral Roadblocks

Bear markets often trigger emotional responses that can sometimes lead investors to act contrary to their long-term objectives; as such they need simple strategies to help overcome their worst instincts.

September 2019

Playing Offense

Investors should review existing policies regarding portfolio rebalancing and tactical asset allocation and ensure they have a strategy to play offense during the next downturn.

September 2019

Should Corporate Plan Sponsors Continue to Hedge Liability Interest Rate Risk?

Yes, maintaining a well-hedged pension plan is prudent risk management.

September 2019