Find alternative sources of alpha and uncorrelated returns
Client Portfolio Manager, Arkady Ho discusses why investors may want to consider systematic active fixed income investing.
Traditional fundamental versus quant.
By Fernando Walter Lolo, CAIA The objective of this analysis is to provide a summarized framework of key drivers to trade cryptocurrency, supporting Chief Investment Officers (CIO), portfolio manag...
Delve into July 2025 alternative credit perspectives from First Eagle, highlighting strategic approaches to navigating current market dynamics.
As global investors look to add non-US dollar exposure, European high yield stands out as a stable, yield-enhancing alternative, as Thomas Samson and Jamie Cane explain.
Tactical asset allocation overlays are used as a strategy for generating uncorrelated alpha and managing portfolio risk. Here’s what to consider.
Emerging markets provide an ideal investment environment for trade finance.
What’s the role of indices in long/short tax-advantaged strategies? Brooklyn Investment Group’s Erkko Etula joins S&P DJI’s Brandon Hass and Rupert Watts to explore how indices like the S&P 500 130...
In the latest Alternative Allocations, with guest Brian Ullsperger from Andersen, Tony Davidow examines the traditional 60/40 portfolio and how it can be expanded to include alternatives to meet cl...
Copyright © 2025 Markets Recon. All Rights Reserved.
