After decades of stagnant economic and market growth, Japan may finally be on the path of a sustainable rebound.
Our research shows that changes in interest rates may alter the risk profiles of bond funds. Now might be the time for a checkup.
Large employers are hiring at the slowest pace since June 2020, indicating a cooling in the broader labor market.
Investors’ high spirits about short- and long-term returns aren’t budging, per the latest Investor Expectations Survey.
Unlike others, our model explicitly assesses risk-return trade-offs across alpha, systematic, and factor risk dimensions.
Our updated paper outlines a framework for deciding the optimal active-passive allocation based on four key variables.
This paper provides considerations that should be included in a rigorous decision framework regarding the inclusion of active funds in your investment plan.
This paper provides a rigorous decision framework regarding the inclusion of index funds in your investment plan.