Factors

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Factors Manager selection Alternatives Alternatives investing Fixed income Hedge funds Multi-manager solutions Article
Can hedge funds behave if fixed income doesn’t? A manager-selection view
Our Fundamental Factor Team proposes an alternative approach for analyzing hedge funds and constructing multi-manager hedge fund portfolios intended to fill the roles of fixed income.
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Multiple authors

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Article
2023-07-31
Outlook Fixed income Equity Factors Multi-manager solutions Large cap Inflation Value vs growth Monetary policy Volatility Manager selection Article
Mid-2022 Asset Class Outlook
We offer perspectives on growth and value equities and explore ideas for shoring up your fixed income flank amid the evolving economic and market environment.
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Multiple authors

event
Article
2023-07-31
Active management Factors Portfolio construction Risk management Equity Fundamental equity Quick Take
Beware of benchmark concentration
We discuss the outperformance of megacap stocks and offer perspective on how active managers may approach the challenge of being underweight those stocks.
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By

Gregg Thomas, CFA

Noah Comen, CFA

event
Quick Take
2022-06-30
River from above
Factors Fixed income Asset allocation Portfolio construction Article
Better balance in bonds: How a factor framework and a barbell approach could help
For investors seeking diversification in their credit portfolios, members of our Fundamental Factor team propose a portfolio construction and manager selection process designed to source complementary manager alpha-generation styles and help “smooth out” the path of fixed income alpha.
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By

Brendan Fludder, CFA

Noah Comen, CFA

event
Article
2023-02-28
Japan Equity Factors Quick Take
The fish are biting: Exploiting Japan’s inefficient equity market
Our Japanese equity team has shown Japan to be one of the world’s most inefficient markets, making it a good “fishing pond” for alpha-seeking active managers who do their homework and apply a strong investment process.
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By

Hideo Ueki, CFA

Megan Kelly, CFA

event
Quick Take
2021-12-31
Health care Thematic exposure Macro and market Energy Utilities Factors Outlook EM equity ESG Disruption
2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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Multiple authors

event
2023-01-27
Fixed income Macro and market Manager selection Risk management Factors Global Industry Research Quick Take
Navigating narrow bond markets: how diversified is your fixed income alpha?
Understanding an active manager’s path and style of alpha generation should be a critical part of anyone’s fixed income manager evaluation process, says Brendan Fludder of our Fundamental Factor Team.
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By

Brendan Fludder, CFA

event
Quick Take
2022-07-28
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