If the last three months of market volatility seem eerily familiar, it is because they are.

Global index vendors have spent much attention in recent years on the possible inclusion of Chinese A Shares in their investible benchmarks.

As factor index investing continues to expand the choices available to investors, is it still a truly passive strategy, or is it active?

The SEC continues to use technology and human capital to stay ahead of not only systemic risks, but the risks to which all investors are exposed.

In our recent Q4 2018 Risk Review webinar and research paper, we noted a sharp increase in the US’s contribution to overall risk in global developed-markets equity benchmarks. 

Fears of an impending yield curve inversion have been somewhat mitigated thanks to the recent downward revision of rate forecasts by a number of Federal Open Market Committee members.

Given the recent inversion of the yield curve, and with companies like Apple guiding earnings estimates down, there’s more than just a whiff of a recession in the air.

The last quarter of 2018 witnessed dramatic changes in the risk environment and multi-asset class correlations.