We would not seek to position portfolios specifically for tax reform as markets have already priced in some improvement in earnings from tax cuts, and the winners and losers from the proposed tax changes will not be clear until more details are provided.
October 2017
Institutional investors should very carefully consider the risks of cryptocurrencies before investing.
October 2017
This quarter’s edition covers key risks to continued economic expansion, including monetary policy and inflation pressures. Also discussed are whether investors are being compensated for taking risk and different strategies for geopolitical risks.
October 2017
Lessons from Fiscal Year 2017 Results Diversified investors are noticing quite a difference in 2017 fiscal year performance—and it’s a welcome change. In the midst of an extended US equity market, and with returns that many diversified investors have found hard to swallow over the last few years, the turnaround in annual performance for what […]
October 2017
The strong Atlantic hurricane season and Mexican earthquakes have resulted in a tragic loss of life and property. Insurance-linked securities (ILS), meanwhile, have suffered a less dramatic impact.
October 2017
Yes. Although investors do need to be mindful of the long-term transition occurring in energy markets, we don’t believe that mindfulness should preclude new investments in top-quality traditional private energy managers.
October 2017
The potential for strong performance and use as a diversifier give private energy investments merit as part of portfolios.
September 2017
Mission-related investing. Socially responsible investing. Impact investing. Sustainability investing. Environmental, Social, and Governance. Also known as: MRI, SRI, II, SI, ESG. The lexicon of mission-related investing can sometimes feel like “alphabet soup.” There is no universal framework for the terminology and the strategies that we include under the umbrella of mission-related investing are expansive—and often […]
September 2017