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Insights


The Case For Aggressive Growth: Why It Should Be A Part Of Every Investor’s Portfolio
The aggressive growth equity investment style has proven to be the most rewarding style over the long term.


European Mid-Cap Equities: A Force for ESG Opportunities
The prominence of ESG in Europe is supported by a consumer mindset geared toward sustainability


The Case for Emerging Markets Distressed, Stressed and Dislocated Credit Investing
The Emerging Markets (EM) credit sector has witnessed significant growth,


European Mid-Cap Equities: Portfolio Optimizer to Achieve a Balanced Risk-Return Profile
Europe represents nearly one-third of the world economy, however, European equities as an asset class are largely ignored.


Systematic Global Macro Absolute Return Strategy
Access the Full Report What is a Systematic Global Macro Absolute Return Strategy? The report emphasizes the value of alternative investments for RIAs, highlighting their role in diversifying portfolios amid market uncertainty. It introduces a systematic global macro absolute return strategy, designed to generate positive returns irrespective of economic conditions while offering stability and diversification to investor portfolios. Systematic Global Macro Absolute Return Str


INDIA: Secular Opportunity To Capture Value In The Market Recovery
Access the Full Report India's economic transformation under the Modi government's reforms presents an enticing prospect for investors. Regulatory changes and corporate clean-up efforts have leveled the playing field, allowing smaller, high-quality businesses to flourish and potentially become global contenders. Amidst market corrections and regulatory shifts, the small and mid-cap segment in India offers investors an opportunity to capitalize on high-growth prospects at attr


The Case For Quantitative Equities
Access the Full Report Investors seeking to de-risk their equity exposures amidst market uncertainty can explore the benefits of diversified quantitative equity strategies. These systematic approaches leverage automation and extensive data sets to enhance security selection, portfolio construction, and risk management. By incorporating both fundamental and alternative data, quant strategies aim to capture trading advantages while avoiding behavioral biases, offering potential


Uncorrelated Investing Is Ultimate Risk Reduction for Investors
Access the Full Report Low-statistical-dependence risk premia are essential yet often underestimated tools in managing investment risks and enhancing returns. While the mathematical principles behind volatility and correlation are well-understood, their practical impact on portfolio performance is not always fully appreciated by investors. Greater recognition and application of these statistical features could lead to improved investment strategies, optimizing both risk manag


Outlook For Irrational And Rational Markets for 2019 and Beyond
Access the Full Report In recent years, the financial market has experienced a steady rise, but now faces increased volatility and unpredictability. This shift has led to the exploration of different investment strategies that can adapt to these changes. Convergent strategies typically perform well in rational, calm market environments by assessing over- and under-valued assets based on available information. On the other hand, divergent strategies are more effective during p


Artificial Intelligence Investing
Access the Full Report Quantitative and fundamental techniques are not competitors, but rather are two different languages trying to tell the same story. The integration of artificial intelligence (AI) in investment management is refining traditional strategies by emphasizing precise AI usage to complement human judgment. The "Quantamental" approach merges quantitative analysis with fundamental insights, enhancing decision-making through a synergy of data and expertise, which


Greece: Deep-Value Opportunity with Near-Term Catalysts
Access the Full Report Greece offers an investment alternative for those looking to diversify into a country that is emerging Greece presents a distinctive investment opportunity, emerging from a prolonged financial crisis with potential for substantial growth and appealing returns. With global markets showing signs of saturation, Greece offers an attractive alternative, especially given the projected shift towards a pro-business government. Investing in Greece now could offe


A Roadmap for Effective Healthcare Investing: Navigating the Minefield
Access the Full Report Healthcare Investing: Large, diverse, and growing sector The U.S. healthcare sector is a critical and expansive part of the national economy, characterized by its resilience to economic downturns and demographic trends like the aging Baby Boomer population. As a substantial component of the U.S. GDP, it offers myriad investment opportunities, especially in profitable, publicly-traded companies that tend to be less risky compared to other segments within


Investing in Secular Mega-Trends: Indian Domestic Consumption and the Rising Middle-Class
Access the Full Report How to Capture Alpha in India Investors are increasingly drawn to India's promising growth trajectory, fueled by robust domestic consumption and a rising middle class, contrasting with previously favored markets like Greater China. To capture alpha in India, focusing on companies benefiting from domestic consumption trends is key, leveraging strong brands poised for sustainable earnings growth despite inherent risks. Demographic shifts, with 150 million
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