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.

 

In this edition of VantagePoint, we review the drivers of inflation globally and conclude that widespread inflation concerns are likely overdone. For investors concerned about the risks of inflation, we refresh our analysis on the complex relationship between asset classes and inflation and dig deeper into the implications of higher inflation on equities.