We came across a bullish thesis on Seadrill Limited on Undervalued and undercovered’s Substack by Hugo Navarro and Mihail ...

CAT bonds are known to offer highly attractive equity-like returns, low volatility and low correlation to broader financial ...

Half a century ago, a small group of University of Chicago economists redefined how we think about markets. Tune Out the Noise traces how their radical ideas became the foundation of global finance ...

Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

For generations, the cornerstone of asset allocation has been the 60/40 portfolio – comprised of 60 percent equities and 40 percent fixed income. This balanced mix provided investors with a ...

Shifting expectations of a Fed rate cut reflect underlying uncertainty about politics and the economy. Here are some essentials for managing risk in investing. By Jeff Sommer Jeff Sommer writes ...

Detecting the real drivers of equity risk today starts with a critical look at traditional portfolio theory. Trading trends in recent years have rattled risk concepts. The retail trading fervor stoked ...

Morningstar has a rich history of publishing research aimed at helping institutional allocators make better informed decisions, and that sits very well alongside the firm’s better-known services ...

Over the past decade, technology has revolutionized every industry imaginable. Yet, few sectors have experienced such a dramatic transformation as finance and investing. Artificial Intelligence (AI) ...

How modern portfolio theory works in practice Asset allocation strategies Asset allocation is the process of dividing an investment portfolio among different asset categories, such as stocks, bonds, ...

Investors are taking another look at the potential risks and benefits of running a more concentrated portfolio Investors are debating the merits and risks of running a more concentrated stock ...