Innovation Remix: Adding Thematics to Equity ProgramsApr 14, 2021 Learn More
How can investors incorporate transformative, but volatile thematic investments while seeking to control for valuation and total and active risk? We examine three approaches that improved a portfolio’s “innovation profile” with modest changes to risk.
Including Microcaps in Benchmark Indexes: Japan vs. USApr 7, 2021 Learn More
Selecting an equity benchmark may mean balancing market coverage and investability. For example, exhaustive coverage may include microcap stocks, with lower liquidity and investment capacity. But excluding them may reduce low-size-premium exposure.
Climate Transition and Bonds: Risk or Opportunity?Feb 23, 2021 Learn More
The transition to a low-carbon economy could significantly redirect the flow of investments toward greener companies and technologies that limit carbon emissions. We consider the potential risk — and opportunity — for bond investors.