Investment Topic: Asset Allocation

Research Note June 2020
GRAT Expectations: Extra Opportunity in the Current Environment

Grantor retained annuity trusts (GRATs) have been a popular and effective wealth transfer strategy for US families in recent decades and are even more compelling now. Despite their advantages, GRATs cannot achieve their full potential without careful analysis of multiple factors, including structuring and investment considerations.
Read More »

Research Note June 2020
Hospitals Seek Liquidity to Get Through Crisis

Before COVID-19 most hospitals generated liquidity from their operating model. In our May 2020 survey of 27 hospital systems, we learned that COVID-19 has driven hospitals to search for liquidity from multiple sources, including, for some, the investment portfolio.
Read More »

Research Note May 2020
Real Asset Dynamics: PE Energy

It has been difficult to find a more out-of-favor sector in institutional investors’ portfolios than energy over the past five years, and with the recent spread of COVID-19 reducing demand for oil & gas, that reality appears set to continue – creating both challenges and opportunities. Amid the sector’s ongoing evolution, the energy PE investment strategy that dominated the market has become outdated, and investors who wish to capitalize on potential opportunities in this market must re-think their approach.
Read More »

Chart Book December 2017
Outlook 2018: Stick Around for Dessert

In our 2018 outlook, we review the prospects for several asset classes—developed and emerging markets equities, credit, real assets, sovereign bonds, and currencies—and share the advice of our chief investment strategist.
Read More »