Explicit Protection for Super Funds
With bond yields at record lows, traditional fixed income defensiveness is reduced and expectations of negative rates of return from bonds at current pricing, has increased the attractiveness of defensive options-based solutions and broader portfolio overlays, Michael Armitage writes.
Reimagining Due Diligence
As we are faced by severe travel restrictions, video conferencing has been widely embraced as the preferred method for conducting meetings. But will it ever replace face-to-face interaction? This question is especially important when it comes to signing off on new investment mandates.