The start to 2021 was among the worst for the broad bond market, and its constituent sectors, in quite a long while. To put this in historical perspective, first quarter 2021 was the 4th worst total return for the Bloomberg Barclay’s Aggregate since …

The year started out on an uncertain note with protestors storming the United States Capitol, emergence of new virus mutations, the uneven distribution of COVID-19 vaccines, and unusual, highly targeted trading activity and stock price manipulation from retail investors involving several companies.

Over the past decade, our research has taken multiple in-depth looks at the exogenous drivers of what we think of as “alpha availability” among active managers.

In a market filled with liquidity and searching eagerly for the next growth story, electric vehicle (EV) companies, and their supply chain are seeing a lot of flows. Most famously, Tesla shot up 7x in 2020 after finally turning a profit for the first time in its history.

The best performing emerging market of the past decade gets no love from investors. Taiwan is a perennial underweight for active global emerging market (GEM) funds, despite being the best performing market over the past decade.

Although equity markets have been steadily rising, quantitative strategies have found it challenging to beat broad market indices, especially for the past three years. A number of macro catalysts, most notably, the ongoing coronavirus pandemic, have created …