report by BlackRock
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Investing Ideas
Investing in founder-led companies
It may align with your goals to consider companies run by their founders.
Investing Ideas
Understanding bitcoin
The cryptocurrency shares some similarities with gold but be aware of the risks.
Alternative Investments
Gimme shelter
Demand for houses is likely to remain strong, pushing up prices and benefitting builders.
Investing Ideas
SPACs explained
Frequently asked questions about special purpose acquisition companies.
Active/Passive Management
Advisor Perspectives: The Dawn of a New Active-Equity Era
Is the market environment turning favorable for active equity managers? It seems a strange question to ask in the midst of a pandemic and heightened market volatility, but history tells us that it is during just such turbulent times that active managers excel. There is accumulating evidence that market conditions are growing more attractive for showcasing stock-picking skills.
Portfolio Construction Insights
Quarterly Market Update
This piece is approved to use with clients.
Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.
Active/Passive Management
The Power of "AND" eBook
Active and passive investing: Uncover the power of "AND".
Investing Ideas
Combining Factors to Target Specific Investment Outcomes
This piece is approved to use with clients.
A white paper that explores using a factor-based approach to portfolio construction. By combining factor exposures, investors can create a "core" equity portfolio and by adjusting the factor allocations can tailor their portfolios to their own particular investing style/desired outcome.
Manager & Investment Selection
Strategy Series: Strategy Preference Can Indicate Expected Stock Market Return
Rather surprisingly, the equity strategy framework can provide an estimate of current expected stock market returns. This is accomplished by measuring the recent investor response to each strategy, which, it turns out, captures the deep behavioral currents driving market returns. The resulting information is useful when managing equity market exposure.
Manager & Investment Selection
Building the Right Team for Your Client Portfolios
This presentation explains how to select and combine managers and investment vehicles.
Active/Passive Management
The Active Equity Renaissance: Behavioral Financial Markets
The analytical tools derived from behavioral finance’s more realistic representation of financial markets and human behavior will likely replace the wealth-limiting MPT tools in use today.
Active/Passive Management
The Active Equity Renaissance: New Frontiers of Risk
One modern portfolio theory (MPT) pillar that is unquestionably broken is the use of volatility, specifically standard deviation, as a measure of risk.