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Viewpoints

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Finding the right diversifier: Fixed income versus equity downside hedging

SECOR’s Scott Freemon, CFA, shares his thoughts on the effectiveness of fixed income as an equity hedge in the recent inflationary…

12/16/2022 Viewpoints

Finding the right diversifier: Fixed income versus equity downside hedging

Near-Record Sovereign Debt: Cyclical Savior and Potential Risks

SECOR’s Edgar Sullivan, CFA, shares his thoughts on the recent build up in sovereign debt globally and assesses the potential impacts…

11/14/2022 Viewpoints

Near-Record Sovereign Debt: Cyclical Savior and Potential Risks

Initial Assessment of New Sweeping UK Stimulus Plans

SECOR’s Parth Purohit, outlines the extraordinary moves that the UK market has recently experienced following the announcement of the new Prime…

09/30/2022 Viewpoints

Initial Assessment of New Sweeping UK Stimulus Plans

A Gap in GAAP – Accounting for Intangibles

SECOR’s Bo Brownlee, CFA, explores the gaps in accounting standards, more specifically those related to expensing intangible outlays.

09/29/2022 Viewpoints

A Gap in GAAP – Accounting for Intangibles

This Is Not Normal: What’s An Active Equity Manager To Do

SECOR’s Bo Brownlee, CFA, explores the steps that active equity managers can take to increase their odds of selecting an outperforming…

09/28/2022 Viewpoints

This Is Not Normal: What’s An Active Equity Manager To Do

Perceptions of a Veteran Macroeconomist: Fifty Years of Triumphs, Miscues, Learnings

SECOR’s Edgar Sullivan, CFA, summarises the important changes in the global macroeconomic backdrop over the past fifty years.

08/16/2022 Viewpoints

Perceptions of a Veteran Macroeconomist: Fifty Years of Triumphs, Miscues, Learnings

Potential Impact of China Developments

 SECOR’s Edgar Sullivan, CFA and Anja Needham, CFA, explore the impact and exposure of geopolitical risks in China.

05/25/2022 Viewpoints

Potential Impact of China Developments

Stagflation: Four Decades Ago Versus Today – Similarities & Differences

SECOR’s Edgar Sullivan, CFA, explores the similarities and differences in stagflation in the current global economy versus four decades ago. 

04/08/2022 Viewpoints

Stagflation: Four Decades Ago Versus Today – Similarities & Differences

Inflation and hedge funds – hidden opportunities and risks

SECOR’s Angela Xu, CFA, explores how hedge funds are uniquely positioned to navigate both current and future inflationary market rotations. 

03/22/2022 Viewpoints

Inflation and hedge funds – hidden opportunities and risks

Deep Dive: Illiquidity premium key in private equity returns – Blurring the line

In a recent article for Investment Week, SECOR’s Bo Brownlee, CFA, takes a deeper dive into the illiquidity premium in private…

03/21/2022 News, Viewpoints

Deep Dive: Illiquidity premium key in private equity returns – Blurring the line

Russia Enters Ukraine – Recalibration of the Equity Risk Premium, maybe…

Dmitri Smolansky, head of portfolio management and lead portfolio manager of SECOR’s equity hedging strategies, addresses the potential impact to the…

02/24/2022 Viewpoints

Russia Enters Ukraine – Recalibration of the Equity Risk Premium, maybe…

Risks of the Transitory Inflation View

SECOR’s Head of Portfolio Management, Dmitri Smolansky, explores the risks associated with the current transitory inflation environment.

10/15/2021 Viewpoints

Risks of the Transitory Inflation View
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Awards

The Asset Management Awards 2022

Finalist – Investment Consultancy of the Year, Fiduciary Manager of the Year & Diversity Award

UK Pensions Award 2022

Finalist – Risk Reduction Adviser of the Year & Fiduciary Manager of the Year

Pensions Age Awards 2022

Finalist – Pensions Consultancy of the Year, Fiduciary Management Firm of the Year & Innovation Award

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