CTAs: Superior Performance or Diversification Only?

Adding commodity trading advisers (CTAs) to a portfolio leads to improved risk-adjusted returns. In addition, CTAs perform well during negative market backdrops and thus serve as a tail risk hedge. CTAs do not provide superior risk-adjusted returns on a standalone basis, however.

Add Alts to Target Date Funds? Policy Report Says Yes

Adding alternative investments to target-date funds within defined contribution plans can improve returns for participants while not making their lives any more complicated.

The Evolution of Target Date Funds: Using Alternatives to Improve Retirement Plan Outcomes

If alternative assets can make such an important difference in retirement income outcomes and are regularly used in other investment programs, such as DB plans, why are they not often seen in TDFs today?

Efficient Flows

This paper deals with another crucial concept in the hedge fund industry: liquidity. Liquidity is crucial for every investor to understand. In a time of ever-increasing disruption, investors need to know when they can access their capital, and under what conditions.

The Psychology of Trading Without the Ego

A surprising amount of poor trading comes from trading our egos, not from actually trading markets.

Jerry Parker on Finding Your True Calling in Life and The Markets

The CEO and Founder of Chesapeake Capital joins Jesse Felder on the Felder Report Podcast.

Move Over Millennials, It’s Gen Z’s Turn to Kill Industries

Malls, print magazines and even football could be in mortal danger. Millennials have been accused of killing so many products and industries—taxis, landlines, snail mail—that it’s become a media trope. But millennials are old news.

Can Alternatives Spruce Up Target-Date Funds?

As new research has found that an allocation to alternatives can benefit target-date products, a debate remains about whether these funds are worth the cost.

Rising volatility and central bank changes mean its time for new strategies, wealth managers say

With the trade war causing market volatility and central banks on a mission to tighten monetary policies, wealth managers are calling for a shift in investing strategies.