This was written by Mihai Stefanita, Constantin Cosereanu and Steven Ioannou. It first appeared on the Bloomberg Terminal. How did stocks perform as the Spanish flu ran its course a century ago? At ...

How Investment Teams Use Stress-Testing Types of Portfolio Scenario Analysis An Easier Way to Analyze Portfolios With Morningstar Direct How Investment Teams Use Stress-Testing How Investment Teams ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Market risks are not only increasing in number but also growing in their potential to disrupt portfolio performance at an unprecedented scale. Global credit markets have seen heightened volatility due ...

Family Offices need to be strategic about asset allocation, because the right diversified approach can help mitigate losses in stressed markets. Investment managers and regulators are relying ...

In recent years, high inflation and global conflict busted economist predictions. How well are your funds or portfolios prepared to weather market surprises? Scenario analysis can help portfolio ...

While annuities may not be right for everyone, there are definite scenarios where they can work out well. An annuity can also be a great stopgap between retirement and Social Security benefits. Are ...

While investors rode out the market volatility and economic disruptions seen over the course of 2020, challenges remain for private fund managers as we move into the new year. The COVID-19 pandemic ...

I recently had a conversation with a friend that went something like this: Friend: “Hey Ken, I’ve been thinking about investing in an income portfolio. Any advice?” Me: “Why do you want to invest in ...

As part of any retirement planning scenario, you will look at all the options available. Whether this is maintaining a ...