Richard Ennis, an early pioneer of quant investing and co-founder of US investment consultancy giant EnnisKnupp, has a simple message for fund trustees: Liquidate your alternative investments and put the proceeds into index funds.
Ben HurleyJuly 6, 2020
COVID-19 is severely disrupting core, traditional real assets so investors need to increasingly turn to non-GDP exposed assets and alternatives, says Willis Towers Watson’s Dania Zinurova
Ben PowerJuly 6, 2020
Fed policy is exacerbating the “barbell” shape of the US economy and setting it up for a domino chain of hardship when the credit cycle is allowed to return to normality, argues market commentator and chief strategist Danielle DiMartino Booth.
Ben HurleyJuly 1, 2020