by Brian Jacobs | May 31, 2024 | Blog, Investment Concepts
Investors are always looking for ways to enhance returns, such as seeking alternatives that can provide higher yields without excessive risk. Traditional high-yield bonds can offer attractive yields and potential returns but come with significant volatility and...
by Brian Jacobs | May 17, 2024 | Blog, Investment Concepts
Jim Simons, the mastermind behind Renaissance Technologies, recently passed away at 86. Simons, a brilliant mathematician and former codebreaker, founded Renaissance in 1982 and revolutionized quantitative trading. The firm’s flagship Medallion Fund achieved an...
by Joseph Sykora | May 9, 2024 | Blog, Investment Concepts
Though certainly not new, private credit has become increasingly topical within investment circles. While the term seems to invoke mystical feelings of IRR (internal rate of return, a metric often cited by fund sponsors) euphoria, at its core, it is simply an...
by Brian Jacobs | May 6, 2024 | Blog, Investment Concepts
In the rapidly shifting terrain of financial markets, the adaptability of investment strategies can be a decisive factor in their success. This post delves into the potential benefits that flexibility in approach could have on structured investment products,...
by Brian Jacobs | Apr 18, 2024 | Blog, Bonds, Investment Concepts
For decades, investors have treated bonds as a cornerstone of portfolio diversification, largely based on their performance during the late 20th century. From the early 2000s and through the 2010s, the often-negative correlation between stocks and bonds provided a...
by Brian Jacobs | Apr 3, 2024 | Blog, Investment Concepts
Retirement planning is a critical aspect of financial management, and understanding how to manage savings can make a significant difference in financial stability during your clients’ golden years. The Path-Dependent Nature of Longevity Risk Longevity...
