Analysis & Research

Is it time for pension plans to do away with absolute return benchmarks in infrastructure?


For years, institutional investors have used absolute return or cash-plus benchmarks to measure infrastructure performance, but it’s time to put these in the past and ...

Should institutional investors be concerned over surge in U.S. corporate bond supply?


The increase in U.S. corporate debt issued in the wake of the coronavirus outbreak could be a warning signal to credit investors, according to a ...

Are activist investors strategically leaking plans to institutional investors?


It appears some institutional investors are aware of activist campaigns before they become public, according to new research. A working paper by three assistant professors of ...

Are hormones impacting investment biases?


New research suggests that hormones play a role in financial decision-making. Specifically, cortisol, a hormone that marks stress, is positively related to the disposition effect, meaning ...

Rebalancing rules bolster long-term performance in market stress


While it may seem counter intuitive to add higher-risk securities to a portfolio during times of severe market stress, doing so can be part of ...

Contex Group