Overview Of the 255 CA clients that responded to the 2024 survey, 157 reported engaging in Sustainable and Impact Investing (SII) (54%). A group of 38 institutions have consistently responded to three consecutive surveys in 2020, 2022, and 2024. From this group, we have seen a steady increase in SII integration from 24% in 2020 […]
February 2025
Equity long/short (ELS) is a prominent strategy within the diverse hedge fund landscape, accounting for a significant portion—approximately $1.3 trillion, or 29%—of total hedge fund assets as of fourth quarter 2024, according to Hedge Fund Research, Inc. (HFRI). Put simply, ELS managers take long positions in securities they perceive as undervalued, and short positions in […]
February 2025
Independence Day, 1985. You just saw Back to the Future and can’t stop thinking about tomorrow—in particular, your retirement years. You imagine sitting beachside or traveling through Europe, confident that your company’s well-funded defined benefit (DB) plan will provide steady monthly income for life. But things are about to change for the generation behind you. […]
February 2025
No. All three factors have weighed on euro area equity and currency markets to some extent in recent months. That has ranged from directly, by crimping economic activity; potentially dragging down future growth, by weighing on domestic economic confidence; or simply by denting the sentiment of fearful investors towards the region. However, a material degree […]
February 2025
No. In President Trump’s first week back in office, he issued several executive orders related to climate and energy. These initial actions aim to reverse President Biden’s climate policies by withdrawing the United States from the Paris Climate Agreement (for the second time), curtailing growth of the clean energy sector, and boosting US fossil fuel […]
January 2025
The start of the year is an ideal time to review investment practices and procedures to ensure you are set up for success. Investing is challenging, even for the most seasoned investors, given the underlying emotions and mental biases inherent in human decision making. Successful investors have explicit investment processes that are clearly outlined and […]
January 2025
No, we don’t think so. President Donald Trump made numerous campaign pledges, including additional corporate tax cuts and deregulation, which could be seen as beneficial for US large-cap stocks. On Inauguration Day, he acted on some of these pledges with a wave of executive orders, addressing topics from more lenient AI regulation to accelerating energy […]
January 2025
Specialty finance is an important subsector of the private credit asset class and is an area that investors should consider as they develop their allocations to private credit. It is an umbrella term that incorporates several niche strategies, with a common thread being lending to non-bank financial businesses backed by a pool of collateral. Because […]
January 2025