This investment insight for the institutional investor discusses a more refined method of managing and mitigating loss. The concept of risk is typically not well defined and can even be subjective, making “risk arithmetic” challenging to understand if not outright misleading. Standard deviation, the broadly used default risk metric, has significant limitations. The concept of
In the April issue of our monthly flagship publication, we feature: On the Record’s “Withering Heights?” by Chief Investment Officer Tony Roth looks at the quarter just ended and those to come. In Focus’ “Tariffs, trade, and Trump” by Chief Economist Luke Tilley and Senior Investment Strategist Meghan Shue explores the recent tariffs, the likelihood of a
In the March issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Between a rock and bull run, looks at the February stock market correction and beyond. In Focus discusses two different ways to go about investing cash, and why one approach may be preferable. Investment positioning, major themes,
