The world doesn't stand still and markets don’t wait for investors to catch up. Keeping a global portfolio in step with all that change is no small task. Then can an index do something a custom portfolio may struggle to do?
Strategies
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It’s an irony that the computers in recent years have been asking humans to prove that they are not robots. As it turns out, maybe we need to now ask ourselves to prove that we are indeed humans.
With bond yields at their highest levels since the early 2000s, let's take a closer look at what exactly happened to the global bond market last week.
The emerging market opportunity set has changed materially. As traditional macro drivers become less dominant, investors may need to reassess how they evaluate emerging market exposure, risk, and portfolio construction.
By choosing entities with advantages on multiple different business dimensions, it gives investors a higher probability of success. Consider how, in sports, a championship group is rarely one dimensional, or dependent on one player.
From General Electric, Toyota and Exxon Mobil to Apple and Microsoft, and lately Nvidia, the identity of the world’s largest listed company has changed repeatedly over the past few decades.
July 2026 will be remembered as a turbulent month for IBM shareholders. But IBM's record post-earnings selloff overshadowed its acquisition of HRL Laboratories, that strengthens its long-term quantum computing strategy.
If you pay attention to financial media, you’re likely to hear quite a bit about September being the worst month for investors. While this is indeed borne out by the data, seasonality is a fickle guide.
The foreign exchange (FX) market trades around the world, around the clock and without a central trading venue. Yet FX liquidity tends to aggregate at a particular time in a single place—the end of the London trading day.
The term 'Smart Beta' stems from a combination of traditional passive indexing (Beta) with active, rule-based stock selection strategies (Smart) - with a goal to beat standard market performance.
Like today’s advanced garage with a complete set of diagnostic tools that analyze a car’s function, investors need an extremely comprehensive approach when considering where to put money.
Eagle eyed currency observers will have noticed something peculiar in the Japanese Yen (JPY) on the July 30, 2026 with a circa. Japan and the US engaged in a co-ordinated intervention in the currency markets causing a 5-standard deviation move in Dollar-Yen.