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Insights

Is Now the Time to Invest in Real Assets?

Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. In a word, yes, albeit slowly and selectively. Since the US presidential election, the market appears to be pricing in renewed expectations of growth and inflation, both of which have the potential to positively impact real […]

February 2017

VantagePoint: First Quarter 2017

The start of the year is always a good time to focus on personal improvements with resolutions. In this edition of VantagePoint, we share in the spirit of a new year by providing investment resolutions.

January 2017

Why Shouldn’t Investors Simplify to a 70/30 Portfolio?

Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. Simple is not so sweet in the current environment. In a world of global uncertainty, investors should place a premium on diversification. The siren song of the simple portfolio may be difficult to resist, but its […]

January 2017

Are Private Equity Returns Doomed?

Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. No. You just need to know where to look. Given the low return environment, many investors are exploring private equity investing for the first time, attracted by data points such as the 10.7% ten-year return for […]

January 2017

Outlook 2017: A Break in the Clouds

In our 2017 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.

December 2016

403(b) Plan Fiduciary Oversight

In an increasingly complex landscape, the fiduciary management of robust 403(b) plans has become more challenging than ever.

November 2016

Don’t Forget the Credit Spread!

While corporate plan sponsors are keenly aware of interest rate risk within their defined benefit plans, few fully appreciate the complex and significant risk posed by credit spreads.

October 2016