Public Investments

Stocks and bonds continue to be foundational to many portfolios. We have covered a broad range of public investment strategies for decades, getting to know the managers and resulting spin-offs. We have an exceptional team of experienced investment professionals who engage with managers and conduct in-depth due diligence across a diverse range of strategies to find appropriate investment managers for clients’ portfolios.

 

Investors are facing a challenging period for earning what they spend and achieving adequate portfolio diversification. With most DM sovereign bond yields near or below zero, expected returns for bonds are at all-time lows and diversification qualities are constrained. In this edition of VantagePoint, we evaluate defense and diversification options to identify a modern approach to diversification in this low-yield era.