Category: Research Insights
49 posts categorized as "Research Insights"
September 07, 2011
There is a lot going on today and below are some thoughts we have on global macroeconomics and financial markets generally. Our focus will be on expressing our opinions in the discussion but will touch on some high level datapoints. We will avoid recounting the litany of data that has come out in recent months and weeks.
June 01, 2011
Challenges create financial market opportunities and our responsibility as investment advisors is to determine if the opportunities can be monetized and if so, how.
October 05, 2010
Last month our Research Team traveled to London, New York, Boston, Dallas, Los Angeles, and San Francisco to visit current and prospective investment managers. These managers invest in fixed income, equities and real assets in both long-short and long-only strategies. During our meetings we discussed the outlook for these asset classes in light of the economy, public policy, and financial regulation.
June 01, 2010
Over the last two years our Research Team has visited Brazil, Russia and China in order to gain a better understanding of the opportunities and risks these markets offer our clients. These economies, which together with India form the “BRIC” group of emerging markets, are increasingly important to global economic growth.
March 01, 2010
As investors have sought assets capable of generating both yield and growth, Master Limited Partnership (MLPs) have attracted significant investor interest recently.
July 01, 2007
The Yale Endowment is arguably the most successful investment institution with a 17.2% annualized return from 1986 – 2006. Should wealthy taxable investors replicate their endowment investment approach?