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.
We survey the global economy and highlight two history lessons for Chinese policymakers facing deflation risk.
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.