This post explains how an “anti‑beta” stack can potentially narrow the depth and duration of portfolio drawdowns by adding a 20 percent overlay of diversifying strategies to a traditional 60 / 40 portfolio.
This article draws a provocative parallel between today’s U.S. macro environment and the structural constraints long familiar to emerging market investors – high debt, limited policy flexibility, and currency vulnerability.
This blog explores how these once-fringe assets are moving into the mainstream and how a modern portfolio construction approach, using overlays instead of substitutions, can allow clients to incorporate gold and Bitcoin without giving up exposure to traditional return drivers.
This article is written for U.S. investors – particularly those with a home equity market bias – who are concerned about underperforming international equities but still want to retain their home market tilt. We explore a capital-efficient way to hedge that risk: overlaying gold exposure on top of their domestic equity allocations.
Explore how gold futures overlays can enhance traditional portfolios. Discover diversification strategies, return stacking, and more in our latest whitepaper.
Our latest paper explores how investors might enhance traditional stock and bond portfolios by overlaying managed futures – systematic trend-following strategies—on top of existing allocations