Are bonds in a bubble?
Here are the slides from our most recent webinar: Are Bonds
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The two sources of outperformance
  This blog post is available for download here. Summary
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Smart Beta in Fixed Income
Market-cap weighting is more nuanced in fixed income than in equities, making smart beta fixed income very desirable in a well-designed portfolio.
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A Closer Look At Growth and Value Indices
In a commentary a few weeks ago entitled Growth Is
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Are 3-year track records meaningful?
This blog post is available as a PDF here.   Summary Many
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Even bad strategies will perform well
This commentary is available as a PDF here. Summary Following even
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What are Growth and Value?
Growth and value have intuitive definitions but can be quantified in many ways. A diversified approach can lead to more consistent performance over time
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Beware bad multi-factor products
This post is available as a PDF here. Summary Multi-factor portfolios are
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Talking Smart Beta with Global X
Portfolio manager Justin Sibears was interviewed by Global X on the
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Growth is not “not value”
This commentary is available as a PDF here. Summary Style boxes
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I bought corporate bonds and all I got was this stupid currency exposure
Currency hedging has become a hot topic. ETFs offering currency-hedged equity exposure have exploded in popularity. But what about currency hedged bonds?
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What happened to rising rates?
Rising rates seemed so imminent. What happened? And what do current federal fund rate futures say about when rates may rise in the future?
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The Search for Crisis Alpha: Weathering the Storm Using Relative Momentum
2nd place paper in the 2015 NAAIM Wagner Award competition exploring the use of relative momentum on U.S. Treasury investments to increase crisis alpha
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Momentum AND Diversification: A powerful risk-adjusted combination
3rd place winner of the 2015 NAAIM Wagner Award investigating risk-adjusted returns generated by combining momentum and diversification
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Can you avoid rising rates with high carry assets?
First: the takeaways Expected return for an asset class is
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Bonds may be boring, but that doesn’t mean they aren’t risky
A PDF version of this commentary can be downloaded here. Market
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