Sector Rotation in Equities
Sector rotation targets individual sectors, where sector rotators pick stocks that reflect the economic and political outlook for markets. But there are risks when timing is off or those outlooks…
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What Is A Sector Rotation Strategy in Bonds?
An investment manager will fine-tune a client’s bond portfolio from time to time, moving from one sector to another using a sector rotation strategy to take advantage of the best…
Term Structure of Interest Rates
The term structure of interest rates for bonds, or yield curve, provides insight into the future direction of interest rates. It also reflects expectations for monetary policy conditions. Term Structure…
Mutual Fund Bible: Does Size Really Matter?
Editor’s Note: This article was written in 1998 by Thomas Box. The recent lackluster performance of Trimark’s Canadian equity funds has spawned yet another flurry of articles questioning the wisdom…
What is Convexity?
Convexity is an important tool used by investment professionals to show the impact that changes in yield have on the duration of a bond. It’s an especially important consideration during times of volatility on markets.
Quantitative management explained.
Quantitative management uses computers to observe historical relationships and incorporate them to create models for stock selection. The obvious benefit is the simplicity of using a model once it is established.
