Practical analysis for investment professionals

Risk Management


SEC Scrutiny of ESG-Related Disclosures: What to Expect

What should investors know about the SEC filing review process and how it may affect ESG-related disclosures?

Regret and Optimal Portfolio Allocations

To understand risk for portfolio optimization purposes, we need to consider regret.

Partnering for Impact: Institutional Investors and the Net-Zero Transition

A well-managed, low-carbon transition requires systemic change from all corners of the global economy.

Is the 60/40 Portfolio Still Relevant?

How do portfolios with asset allocations of 100% equity, 100% bond, 60/40, and 80/20 in the US, UK, Italian, Swiss, and global markets perform over time?

Rethinking Retirement Planning Outcome Metrics

Retirement, like life, is fundamentally uncertain. That's why we need to provide clients with more context about what missing their retirement-income goals might look like.

Is the Copper–Gold Ratio a Dependable Leading Indicator on Rates?

Earlier this year, the copper–gold ratio was, in Jeffrey Gundlach's words, “screaming that the 10-year should go lower.”

The Size Factor Matters for Actual Portfolios

The size factor contributes to portfolio diversification and risk control.

Presidential Election Cycle Theory: A Bullish 2023?

What are the strengths, limitations, and nuances of presidential election cycle theory and what does the current political context foretell regarding whether 2023 will follow the predicted trend?

Redefining the Retirement Income Goal

Spending flexibility must be better incorporated into the tools and outcomes metrics with which financial advisers advise clients.

Splitting the Risk: How to Manage Interest Rate Risk in Project Finance

How can the two primary stakeholders in project finance best allocate interest rate risk?