Insights

Sustainable and Impact Investing 2020: Insights and Perspectives

The 2020 biannual Sustainable and Impact Investing (SII) survey highlights the growth of the space over the last two years. Of the 202 survey respondents, 61% reported engaging in sustainable, ESG, and impact investing compared to 36% in 2018. Respondents use a variety of tools to implement SII in portfolios, the most popular are ESG integration and impact investing in social equity and resource efficiency & climate change.

February 2021

Should Investors Be Concerned About the Degree of Concentration in US Equity Markets?

Yes, because rising concentration reflects rising valuations for the largest stocks, which are likely to serve as a headwind to index returns. Further, the growing market share of these companies increases the potential for rising regulatory oversight.

February 2021

Playing Defense in a Low-Rate Environment

Investors have predominantly relied on developed markets sovereign bonds for defense in balanced portfolios, but low rates have diminished their diversification characteristics.

January 2021

VantagePoint: Modern Portfolio Diversification

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.

January 2021

Case Study: Building an enduring partnership with entrepreneurs after the sale of their business

Over the course of 35 years, Laura and Ian Duncan turned a unique opportunity they saw in their industry into a privately owned global enterprise. As they approached their 60s, they were ready to step away from the business to focus on new pursuits, and Laura particularly wanted to devote more time to helping women […]

January 2021

Will the US Political Backdrop Be Supportive of Risk Assets in 2021?

As Joe Biden is inaugurated as the 46th president of the United States, and his party holds a majority—albeit slim—in Congress, we believe his key policy initiatives will provide a supportive backdrop for risk assets in 2021.

January 2021

Portfolio Construction: A Blueprint for Private Families

Private investors and wealthy families face distinct portfolio management complexities. Our latest paper details how we build and manage portfolios to meet each private client’s long-term goals.

January 2021

Healthcare Systems: Recalibrating for 2021 and Beyond

Healthcare systems appear to have navigated the most severe financial impact of the pandemic. We believe the present time provides an opportunity to reset investment strategy and recalibrate portfolios as necessary.

January 2021