CURRENT HEADLINES

CAIA Examines Alternative Beta Strategies for Commodities

CAIA Paper Examines Alternative Beta Strategies for Commodities

In a new whitepaper published by the Chartered Alternative Investment Analysts Association (CAIA Association), authors Daniel Chung and Xiaowei Kang of S&P Dow Jones Indices offer a full-scale examination of the use of alternative beta ... [read more]

Andy Wert Portfolio Manager Context

Context Continues Plan to Expand Liquid Alts Offerings

Earlier this year, Context Asset Management launched the Context Alternative Strategies Fund (CALTX), a multi-manager, multi-strategy alternative mutual fund that was the company’s inaugural product. Context has since filed paperwork to ... [read more]

Marketfield Michael Shaoul on investment expectations

Video: Marketfield’s Michael Shaoul on Global Long/Short

Marketfield’s global long/short strategy should capture 70% of the upside in bull markets and 30% of the downside in bear markets, according to the company’s CEO Michael Shaoul. “We've basically managed to do that up until now,” he tells ... [read more]

The CalPERS Decision - A Compilation of Industry Reactions

The CalPERS Decision: A Compilation of Industry Reactions

CalPERS’ decision to exit hedge funds earlier this month sent shockwaves throughout the investment world and provoked a flurry of responses. Some observers think the move signals a pivotal turning point in institutional investment; others ... [read more]

HEADLINE NEWS

IN DEPTH

COMMENTARY

on the ledge

361 Capital: Keep an eye on that ledge…

This week’s Research Briefing from 361 Capital, which provides timely perspectives from the firm’s research & portfolio ... [read more]

Weekend Reading What, Exactly, Is An Investor Supposed to Do?

Weekend Reading: What, Exactly, Is An Investor Supposed to Do?

There has certainly been plenty of news coverage of this week's announcement that CalPERS is shutting down its hedge fund ... [read more]

Weekend Reading Alts Education, Rubik's Cube, Risk and Reward

Weekend Reading: Alts Education, Rubik’s Cube, Risk and Reward

While liquid alternatives are growing, and being used by individual investors, advisors, family offices and institutional ... [read more]

RESEARCH

CAIA Examines Alternative Beta Strategies for Commodities

CAIA Paper Examines Alternative Beta Strategies for Commodities

In a new whitepaper published by the Chartered Alternative Investment Analysts Association (CAIA Association), authors Daniel ... [read more]

Smart Beta Misnamed, Still ‘Awesome’ according to AQR

Smart Beta Misnamed, Still ‘Awesome’ According to AQR

AQR co-founder Cliff Asness has a history of speaking out against the concept of “smart beta.” In 2010, Mr. Asness compared ... [read more]

Altegris The Time is 'Now' for Managed Futures and Macro Strategies

The Time is ‘Now’ for Managed Futures and Macro Strategies

During the financial crisis, managed futures and macro strategies significantly outperformed and provided investors with ... [read more]

VIDEOS

Marketfield Michael Shaoul on investment expectations

Video: Marketfield’s Michael Shaoul on Global Long/Short

Marketfield’s global long/short strategy should capture 70% of the upside in bull markets and 30% of the downside in bear markets, according to the company’s CEO Michael Shaoul. “We've basically managed to do that up until now,” he tells Investment News in this video. “It’s ... [read more]

Morningstar Impact of Rising Rates Video

Video: What Damage Can Rising Rates Do?

David Falkof, Morningstar investment consultant, says “conservatively tilted” diversified portfolios have produced positive returns through rising-rate environments, according to his research. As he explains in this video, Falkof looked at the historical performances of various ... [read more]

Brian Singer William Blair Multi Asset Portfolios

Video: William Blair on Evaluating Multi-Asset Funds

Analysis of a typical fund involves examining its returns and the risks taken to achieve those returns to determine its investment suitability. Assessing multi-asset funds begins in the same way, but also includes an important second stage: examining the fund to determine the ... [read more]