Research

Filter by

Client Type

Investment Topics

Region

Showing Results 1 - 10 of 128
Research Note November 2019
Pension Schemes in Pursuit of Income, Growth, and Diversification

A universal approach to portfolio construction can help schemes achieve required return targets whilst adding additional upside from alpha generation; reduce risk through true diversification; and generate sufficient income to comfortably meet both planned and unplanned cashflow needs.
Read More »

VantagePoint October 2019
VantagePoint: Fourth Quarter 2019

As economic growth slows, manufacturing contracts, and major central banks start to ease monetary policy anew, investors need to consider what policy options the world has left in the event this slowdown becomes a recession. Policy rates are approaching or have passed zero at a time in which many countries and regions have elevated levels of government debt. When these economies eventually head into a recession, what are the options for governments and what are their respective investment consequences? In this edition of VantagePoint, we look to the 1930s for some answers, while realizing that intervening changes to the global financial system rule out an exact repeat of that period.
Read More »

Research Report September 2019
Alternative Risk Premia: A Diversifying Option for Investors (Euro 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 strategies have exhibited low…
Read More »

Research Report September 2019
Managing Portfolios Through Equity Market Downturns

Thoughtful decisions during chaotic environments are what separate the top-performing investors from everyone else. In this series, we review five important topics that should inform any plan to manage portfolios through equity market downturns.
Read More »

Research Report September 2019
Market History

Equity market downturns are chaotic environments that are rarely short-lived—the best advice is to be prepared.
Read More »

Research Note September 2019
Portfolio Liquidity

Investors that have inflexible spending needs and large allocations to illiquid assets should plan how they will tackle the next downturn’s liquidity challenges.

Read More »

Research Note September 2019
Diversification Challenges

As investors prepare for the next equity market downturn, they should take a closer look at the benefits and limits of diversification.

Read More »

Research Note September 2019
Behavioral Roadblocks

Bear markets often trigger emotional responses that can sometimes lead investors to act contrary to their long-term objectives; as such they need simple strategies to help overcome their worst instincts.
Read More »

Research Report September 2019
Playing Offense

Investors should review existing policies regarding portfolio rebalancing and tactical asset allocation and ensure they have a strategy to play offense during the next downturn.
Read More »

Research Report August 2019
Community Foundations: The Power of Aggregated Capital

Community foundation assets have grown steadily over the years, accumulating a mix of endowment funds and other funds with more expedient spend-down expectations. With the right expertise and attention, the endowment model can be applied to these complex, dynamic assets to differentiate the foundation and deliver on its mission. This paper discusses how community foundations can develop customized investment programs to better support their long-term goals.
Read More »