This month we look at constructing protected portfolios, how protection can play a part in your asset allocation.
This month we look past the initial implementation of the protection strategy to the ongoing management.
In this session replay from Australia EQD 2021, Josh Heller moderates a panel on systematic investing and diversification.
Implementing protection should not be a decision made in isolation. Instead it is prudent to think about protection in context of broader asset allocation considerations.
Although FX is not a perfect hedge, it is worth considering as a part of an overall portfolio protection strategy.
We turn our focus to a more direct form of portfolio protection using options and ultimately look at how to combine all of these strategies in a portfolio context.
The Solutions team recap the post election markets and note some interesting impacts on the global bond markets as well as examine the defensive ARP portfolio