This content is from: Portfolio Leverage Is Used to Juice Returns — But Research Shows It Undercuts Performance Instead Citing the fall ofArchegos Capital Management as one example, the paper concludes that the majority of investors “pay for leverage.” By Alicia McElhaney June 02, 2021
Sponsored Leveraging Private Banking in Family Offices Strategic borrowing can help family office clients meet their unique goals and manage risk. Sponsored by BNY Mellon Wealth Management November 30, 2021
This content is from: Portfolio CalPERS is Turning to Private Equity and Leverage to Boost Returns and Reduce Risk. Will It Work? Industry experts are mixed on the pension giant’s plans. By Alicia McElhaney December 06, 2021
This content is from: Corner Office Texas Teachers Anchors New Leveraged Loan Platform TRS forms strategic partnership with an affiliate of $33 billion credit specialist CIFC, adding to longtime collaborations with KKR and Apollo. By Alicia McElhaney October 04, 2021
This content is from: Portfolio Leveraged ETFs Held Up ‘Very Well’ During Coronavirus Crisis A researcher at Columbia says a portfolio of leveraged ETFs can handle stock market drops — and provides an attractive alternative to a traditional 60-40 allocation to stocks and bonds. By Christine Idzelis January 22, 2021
This content is from: Portfolio Institutions That Use Leveraged ETFs End Up Performing Worse, Study Finds “Even the most sophisticated investors out there, like institutional investors, cannot successfully do well in these products.” By Jessica Hamlin May 10, 2021
