This content is from: Portfolio How ‘Solvency Theater’ and Valuation Tricks Are Keeping the ‘Everything Bubble’ Inflated Managers are praying for the economy to recover before they have to mark investments “to reality,” argues Arena Investor’s Dan Zwirn. By Julie Segal January 31, 2023
This content is from: Portfolio Experts Spent Years ‘Angst-ing’ Over Value. In the End, the Answer Was in the Textbook. “The answer was there. It was right in front of us,” says Prudent’s Daniel Berkowitz. By Julie Segal January 09, 2023
This content is from: Corner Office Hit by a ‘Perfect Storm,’ Risk Parity Managers Try a More Active Approach Poor performance is expected in a downturn — but these managers say they can stem the losses. By Alicia McElhaney December 16, 2022
This content is from: Premium Why Macro Investor Ken Tropin Is Cautiously Optimistic After posting his best results in several years, the founder of Graham Capital doesn’t think 2023 will be as strong for macro traders. By Stephen Taub February 22, 2023
This content is from: Corner Office Can ChatGPT Help Win Mandates? PanAgora Wants to Find Out. Artificial intelligence could make the labor-intensive work of RFPs a thing of the past. By Michael Thrasher February 16, 2023
This content is from: Portfolio A Hard Landing in 2023 Could Pave the Way for a Long-Term Bounce Robeco says peak inflation, peak rates, and a peak dollar in the new year will herald a comeback for major asset classes. By Grace Chung November 21, 2022
