AlphaSimplex Group

With markets nervous, it’s a good time to check in on your portfolio and make sure it has good diversifiers. Check out this excellent read from Morningstar which explains the significance of upside-downside capture ratios and maximum drawdowns. Learn More. https://bit.ly/4ijxG7I #virtusaffiliate AlphaSimplex Group Westchester Capital Management

“Markets are struggling to figure out the implications of tariffs,” Kathryn Kaminski, PhD, CAIA, Chief Research Strategist and Portfolio Manager at Virtus affiliate AlphaSimplex Group told the The Wall Street Journal. Read more. (Sub req.) https://on.wsj.com/3F3pD06 Virtus ETFs

“The market is definitely a little concerned.” Kathryn Kaminski, PhD, CAIA, Chief Research Strategist at AlphaSimplex Group told Bloomberg Intelligence about investment trends. “We’ll have to see what that means in the next few weeks.” Listen now. https://bloom.bg/4gRjS2P Virtus ETFs #virtusaffiliate

Tracking Trend: A Closer Look at Managed Futures Index Replication Kathryn Kaminski, PhD, CAIA, Chief Research Strategist and Yingshan Zhao, CFA, Research Scientist at AlphaSimplex, examine different approaches for creating beta-like products for Managed Futures ETFs, including index replication and mechanical replication. Read the research. https://bit.ly/4i5Rqv9 #virtusaffiliate #Alts Virtus ETFs

“This month has definitely put into question the need for some diversification and undervalued opportunities outside of the U.S.” Kathryn Kaminski, PhD, CAIA, Chief Research Strategist at AlphaSimplex Group told Schwab Network. https://bit.ly/4k1hBEV #virtusaffiliate

“It’s the longer-term implication of those policies, and how that may affect…the consumer,” Kathryn Kaminski, PhD, CAIA, Chief Research Strategist at AlphaSimplex Group told BBC News about the concerning impacts from Trump tariffs. https://bbc.in/4jTLKGc #virtusaffiliate

Slow and steady trend signals won 2024. What’s ahead for managed futures in 2025? Read the research. https://bit.ly/40P4rDx #Virtusaffiliate #Alts Virtus Investment Partners Virtus ETFs

“We’re in an environment where volatility is going to be higher,” Kathryn M. Kaminski, Ph.D., CAIA, Chief Research Strategist at AlphaSimplex Group told Yahoo Finance. But is this “short-term pain vs. gain…or sustained long-term inflation issues?” Watch: https://yhoo.it/4hIBT4c #VirtusAffiliate

Will the “Trump trade”--long equities, long U.S. dollar, and short fixed income—become Trump reality for investors? Read more. https://bit.ly/40P4rDx #Virtusaffiliate #Alts Virtus Investment Partners Virtus ETFs

The “Trump trade” and trend following: will markets make it a reality? Read the research. https://bit.ly/40P4rDx Research Authors: -Kathryn Kaminski, PhD, CAIA, Chief Research Strategist, AlphaSimplex Group -Yingshan Zhao, CFA?, Research Scientist, AlphaSimplex Group #Virtusaffiliate #Alts Virtus Investment Partners Virtus ETFs