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Is Smart Beta (Still) Struggling?
Introduction Several widely recognized risk factors have failed to deliver a performance premium during recent years. Yet how have factor-based…
Climate Equity Performance Needs Close Attention
Introduction A large proportion of climate equity indices have underperformed cap-weighted benchmarks over the past three years. What conclusions might…
Volatile Markets Put ‘Extreme Risk’ in the Spotlight
Introduction Market and geopolitical events through the first half of 2025 have again highlighted the limitations of traditional volatility metrics…
Sectors under Scrutiny: Active Manager Performance Update
Introduction The first half of 2025 is raising fresh questions—and perhaps useful lessons—for equity investors. In particular, tariff-related announcements from…
How Compatible Are Active Equity Funds with ESG Needs? A Closer Look at European vs. US. Strategies
Introduction The past few months have brought a growing transatlantic polarization of attitudes and practices relating to Environmental, Social and…
Its Never Been More Important (and Easier) to Review Sector Exposures
Read MoreIts Never Been More Important (and Easier) to Review Sector Exposures
Market Upheaval Drivers Shift in Fund Manager ‘Winners’ and ‘Losers’
Introduction With dramatic developments unfolding in equity markets, asset allocators are closely scrutinizing the performance of their active managers. Moreover,…
Examining ESG in Active U.S. Equity Funds
Introduction The journey of ESG (Environmental, Social, and Governance) integration within U.S. actively managed equity funds has reached a critical…
The Concentration Conundrum: A Closer Look at US Equity Performance
Introduction Investors in US equities face a paradox. The market has recently reached historic levels of industry concentration — a…
Climate Exclusions Need Investor Scrutiny
Introduction The May 21st deadline is rapidly approaching for UCITS and Alternative Investment Funds (AIF) to comply with new labelling…
Reading the ESG Label Before Use is Not Enough
Introduction In the previous edition of our Market Reviews we highlighted the importance of examining the holdings of a portfolio…