Knowledge Center

Research & Insights

Investment Research Publications by Emotomy Principals

Capital Market Assumptions: 2021 Edition

SEPTEMBER 2020

Get our long-term asset class return expectations and forecasts for the years ahead.

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The Role of Gold

JULY 27, 2020

Investors have been jumping into gold. While gold can help during big down markets, it isn’t the best inflation hedge.

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Machine Learning

JANUARY 2019

Applying Machine Learning to Trading Strategies: Using Logistic Regression to Build Momentum-based Trading Strategies

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Quarterly Review: Doves and Bulls and Bears Oh My

JULY 10, 2020

The second quarter equity rally with the reopening of economies has believers and doubters. Learn why.

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Fixed Income Update: Second Quarter 2020

JULY 21, 2020

The slow reopening of the U.S. economy in the second quarter spurred significant optimism among investors and calmed fixed income markets.

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Municipal Bonds: 2021 U.S. States Outlook

JULY 27, 2020

States are plagued by pandemic uncertainty, but long-term resiliency remains intact.

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Tactical Bond Trading

SEPTEMBER 2015

Tactical Trading of Bonds Using Interest Rate Indices.

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Smart Beta

AUGUST 2015

Beta Investing in Periods of Rising Interest Rates.

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Tools for building investment strategies

AUGUST 2015

A Modified Moving Average for Financial Trading Algorithms.

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Financial mathematics for algorithmic traders

AUGUST 2013

A Cheat Sheet for Algorithmic Trading of Investment Portfolios.

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Bond portfolios in rising interest rates

AUGUST 2013

A Risk Weighted Approach Designed to Manage Bond Exposures in a Low Interest Rate Environment.

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Tools for building investment strategies

JUNE 2013

Family Connections: Tying Up Volatility and Momentum with the Octane Indicator.

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Tactical trading for bond portfolios

MAY 2013

A Tactical Approach to Managing Interest Rate Risk in Investment Portfolios.

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Understanding volatility

OCTOBER 2010

Cholesterol and Volatility.

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Understanding volatility

SEPTEMBER 2010

Developing an Appreciation for Risk.

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