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Insights

While Great Entrepreneurs Leap, Great Investors Plan

As entrepreneurs know well, the process of creating and managing a successful business is complex and requires great skill, insight, and hard work. Successful management of significant wealth requires similar attributes; however, not all the characteristics fundamental to entrepreneurial success translate to effective portfolio management. This can create challenges for entrepreneurs—whether they are still actively […]

May 18, 2022

Can Commodities Still Provide Shelter in the Storm as Both Stocks and Bonds Suffer Losses?

Yes, although such investments are not for the faint of heart. As we have seen in 2022, both stocks and bonds have lost value as inflation expectations have escalated. The current environment favors building robustness into portfolios, and exposure to commodities—in addition to high quality bonds—could be a part of this, particularly for investors whose […]

May 18, 2022

Fire: Net-Zero Plasma Diamonds

Fire is often a marker associated with the worst effects of climate change. But what if fire could actually be harnessed to help reverse it? In this episode, we meet Diamond Foundry, a company revolutionizing the diamond industry with their affordable, lab-created diamonds—free from the myriad of problems associated with the mining process. We’ll learn […]

May 16, 2022

VantagePoint: Resilience in a Time of Uncertainty

Global inflation has been higher and more persistent than most economists anticipated. Some inflationary pressures related to the pandemic have started to show signs of easing, but new pressures related to Russia’s invasion of Ukraine and lockdowns associated with China’s “zero-COVID” policy create new challenges. At the same time, central banks have declared war on […]

May 9, 2022

Fed Raises Rates and Begins Balance Sheet Run-off

Yesterday, the Federal Reserve announced it would raise the target range for the Fed funds rate 50 basis points (bps) to 0.75%–1.00%. It also formalized plans to reduce its $9 trillion balance sheet starting June 1, with an initial monthly cap of $47.5 billion, rising to $95 billion per month on September 1. At that […]

May 5, 2022

Air: Planting 20M Trees by 2030

For most of human history, we’ve been cutting down trees. However, the acceleration of carbon credit markets and the societal demand for climate solutions are pushing us to re-think our relationship with them. So how can investors earn a compelling return from planting trees while helping to sequester carbon and increase biodiversity? We’ll travel to […]

May 3, 2022

Charting New Waters: What Pension Plan Sponsors Should Know About Digital Assets

Pensions may be missing out on a technological disruption that could represent the most profound new development in the digital economy since its start in the late 1990s. To date, they have lagged other institutional investors in the digital assets space. Barring a few well-publicized exceptions, investments by pensions into digital assets on the blockchain […]

May 2, 2022

Should Investors Go Long Duration Following This Year’s Sell-off in US Treasuries?

No, we do not recommend that investors go long duration in fixed income portfolios. The uncertain inflation outlook and potential for more aggressive policy tightening suggest yields could rise further. That said, we believe investors that are short duration in their fixed income portfolios should increase duration to match their benchmark, given the improved risk/reward […]

April 27, 2022