Research & Notes
The InvestLab Blog
Research, strategy deep dives and market notes — written by the person who runs the strategies, with the live numbers embedded.
Deep diveTactical
Adaptive Hedge: A Cheaper Way to Survive the Next Bear Market
A rules-based hedging strategy that gained 39% through the Global Financial Crisis and 32% through the dot-com bust — a deep dive into what worked, what didn’t, and why.
September 24, 202629 min read
Deep diveTactical
Dual Momentum Pivot5: the deep dive
The full guide to InvestLab’s tactical momentum strategy. Each month it ranks nine asset-class ETFs by trend, holds the five strongest, and steps into cash when trends turn down. Why a tactical layer, how it’s built, 35 years of evidence, why it works, when it fails, and whether it’s right for you.
June 15, 202623 min read