What Should Investors Expect in 2019?

Investors should expect more volatility in 2019, as many of the trends and political dynamics that have rattled confidence over the last few months seem unlikely to dissipate in the months ahead.

January 2019

Outlook 2019: More Risk for Less Return?

Although we are more cautious heading into 2019 than we were 12 months ago, we still think a roughly neutral allocation to risk assets is the right approach.

December 2018

Mission Critical: Maximizing the Impact of Healthcare System Investments

While robust cash flows have strengthened healthcare system balance sheets in recent years, mounting industry pressures will likely threaten those flows in the future. We explore strategies to manage complexity, maximize the benefits of the Endowment Model, and prudently manage risk.

November 2018

VantagePoint: Fourth Quarter 2018

Because the US economy has entered the late stage of the economic cycle, investors should consider the prospect of a bear market recession, even though one does not seem imminent. We have been evaluating the appeal of different asset classes through a late-cycle lens. In this edition of VantagePoint, we evaluate several potentially defensive equity strategies to see whether they are attractive today.

October 2018

Alternative Risk Premia Funds: An Attractive Diversifier? (Sterling Edition)

Elevated equity market valuations and potentially rising bond yields suggest the return environment for traditional risk assets could be difficult. Faced with this challenge, institutional investors are seeking alternative sources of return. Alternative risk premia (ARP) strategies – which harvest well-established risk premia and market anomalies across asset classes – may fit the bill. ARP […]

October 2018

Gender Lens Investing: Impact Opportunities Through Gender Equity

With a gender lens framework, investors can positively impact gender imbalances via their portfolio management choices; this paper provides tangible investment themes and implementable strategies.

September 2018

Rising from the Ashes: Key Developments Since the Global Financial Crisis

In this report, we briefly highlight five key post-GFC developments and discuss how investors might adapt their portfolios to these changes.

September 2018

Time for a Reset? Rethinking Contributions Policy

It is well known that corporate plan sponsors have until mid-September to make deductible contributions under the more favorable 35% corporate tax rate. This is an attractive proposition and one that many corporations are looking to leverage, if they haven’t already. But, with the boost in funded status from these voluntary contributions, perhaps less obvious […]

August 2018