Leverage

Corner Office

Allocators Aren’t Happy With the NAV Lending Craze

These newly popular loans can add “leverage on leverage,” says Cambridge’s Andrea Auerbach.

Alicia McElhaney

August 22, 2023

Portfolio

10 Key Investment Themes for 2016

As the hunt for returns continues, investors will want to be on the winning side of technological disruption.

Rick Rieder

January 26, 2016

Portfolio

Soaring Corporate Leverage: Trouble or Trifle?

The overall economy might be weighing on corporate leverage, and more so than the other way around.

Dan Weil

December 21, 2015

Portfolio

Squeezing Returns from a Static 60-40 Portfolio

With performance challenges, getting yield out of a traditional equity allocation is tough. Here are four ways of doing so.

Phil Camporeale

November 18, 2015

Portfolio

How Unsustainable Leverage Is Driving Market Mayhem

An inconvenient truth: The natural path of prices for global goods, services and wages is down, whereas the need to service unproductive debt continues to rise.

Paul Brodsky

August 27, 2015

Portfolio

Investors: Financial Leverage Is Your Friend, Seriously

Leverage is often blamed for financial disasters — sometimes with good reason — but it can be a useful tool for investors when used prudently.

Clifford Asness

February 11, 2015

Portfolio

Emerging-Markets Companies May Be Vulnerable to Global Tightening

Editors

October 5, 2014

Portfolio

ETFs Producing Big Returns This Year May Only Suit Day Traders

Leveraged ETFs are producing eye-popping numbers this year and come with a warning label.

Rosalyn Retkwa

September 12, 2012

Corner Office

Using Derivatives and Leverage to Improve Portfolio Performance

Derivatives and leverage are still very valuable tools for managing portfolios.

Clifford Asness

May 13, 2010

Portfolio

A Paradigm Shift for Goldman Sachs and Morgan Stanley? Apparently Not

At the two surviving investment banks, risky business models live on.

Xiang Ji

November 23, 2009