Brendan Fludder
CFA
Research Manager
Boston
  • Providence College, BS in Finance

Insights By Brendan Fludder

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Hedge funds Interest rates Fixed income Manager selection Factors Alternatives No Optimizely Article Factor solutions iStrat
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In a new era for interest rates, can hedge funds fill the role of fixed income?

Hedge funds could be valuable building blocks for a fixed income substitute portfolio, but how should the portfolio be constructed? Members of our Fundamental Factor Team share their views.

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Article
2023-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Government bonds Factors Fixed income iStrat Macro and market Quick Take Portfolio construction Factor solutions
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Diversifying styles to survive today’s bond market

In a challenging year for fixed income markets, members of our Fundamental Factor team highlight a bright spot: the momentum factor in global government bond and corporate credit markets.

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Multiple authors

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Quick Take
2023-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
can hedge funds behave if fixed income doesn’t a manager selection view
Alternatives iStrat Article Manager selection Fixed income Factors Factor solutions Multi-manager solutions Hedge funds
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Outlook Alternatives Hedge funds Alternatives investing Asset allocation Manager selection Portfolio construction Volatility Fixed income Private equity Article
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Mid-2022 Alternative Investments Outlook
As allocators cope with economic uncertainty and market volatility, Multi-Asset Strategist Cara Lafond explains how alternative investments could potentially play a role in improving portfolio resilience and returns.
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Multiple authors

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Article
2023-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Alternatives iStrat Quick Take Manager selection Fixed income Portfolio construction Factor solutions Multi-manager solutions Hedge funds
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Using hedge funds to perform the role of fixed income: An alternative approach
Member of our Fundamental Factor Team offer a role-based framework that may help better align manager research, portfolio construction, and potential investment outcomes.
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Multiple authors

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Quick Take
2022-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Factors Fixed income Asset allocation Portfolio construction Article
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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

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Article
2023-02-28
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