Jan 5, 2017
In the aftermath of the Credit Crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and protections failed when they were needed most. The past decade has proven that simply adding foreign investments to a portfolio does not equal diversification.
Dec 28, 2016
2016 will be remembered for both its political and financial milestones as a year that tested the resiliency of investors around the globe. The year started with capital market volatility, but the script has since flipped, and most major market indexes look to end the year in the black.
Nov 29, 2016
Equity markets around the world didn’t allow the Brexit results to hold them down during the third quarter, as the primary global equity markets rallied. Investors’ confidence increased as it became clearer that the Brexit fallout would have a muted immediate impact on the global economy. The Federal Reserve left interest rates untouched during the quarter and yields on global sovereign debt remained at all-time lows with a record amount of sovereign debt trading at negative yields.
Nov 15, 2016
Money-market reform has been in the works since September 2008 when the Reserve Primary money-market fund “broke the buck” due to the collapse of Lehman Brothers. After eight years of deliberation by the SEC, the second round of regulations governing money market funds go into effect on October 14
Oct 18, 2016
This blog post will discuss how to create an equally weighted composite inside of Zephyr StyleADVISOR. An equally weighted composite allows you to take a large group of managers and create a single return stream that can be used in any analysis. Managers are given an equal weighting based on the number of managers in the group. Below we will go over how to create an equally weighted composite from start to finish.