As markets nervously embrace the new conditions in the Middle East, we take the opportunity to review how our Smart Alpha strategies have fared in March 2026.
Tag: #equities #equitystrategy #investmentcycle #equitytrading #equitydata #portfoliomanagement
As equity investor concerns increase over lower beta return expectations from the market portfolio, increased levels of correlations between fixed income and equities and ever higher levels of benchmark concentration, the focus shifts to portfolio construction. By extending our existing Smart Alpha framework we have developed a set of positively convex, all equity portfolios that simultaneously magnify upside returns and hedge downside risks – providing a best-of-all worlds solution to equity risk and return.
Entering into February, we take a look back at the weather report for January 2026 and take a view on what might lie ahead in H1.
Categories
Weather Report October 2025
Do traditional market patterns still matter in the age of AI and the 2025 surge in retail investor flows? As we enter November, we review what Tail winds might persist into year end.
As summer ends, we move into more autumnal conditions in the markets. Things remain relatively stead but we can expect a pick up in the weather ahead as corporate reports and macro factors start to set the course to year end.
Investment decisions are not just about Risk and Return – they are aboutindentifying the risks you DO NOT NEED TO TAKE. A focus upon the least appreciated of the Rumsfeld identities _Unknown Knowns – helps to shape our perception of the investment biases we do not need to follow if we want to maximise wealth.
According to Edwin Starr, absolutely nothing, but shareholders of BAE Systems and other European defence stocks might beg to differ as the chart below shows.
Setting up for the summer. As markets review how they survived the turmoil of the Spring, thoughts turn to summer…
There should be a better conversation about how to manage both risk and reward in equity markets.
Reporting on what has been going on and why is one thing. Knowing what to do about it and when is another altogether.