Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. We doubt it. But, price levels are likely to rise gradually in the months ahead, as the rebound in energy commodities continues to impact measurements. Recent inflation data releases have raised concerns about a potential spike, […]
March 2017
Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. Some of the reflation trades that received a boost from the US election (such as the stronger US dollar and higher US bond yields) look to be merely taking a breather as investors square positions; however, […]
February 2017
Investor approaches to mission-related investing (MRI) are as varied as the social and environmental outcomes they seek to achieve. This survey report explores trends in the structure and implementation of MRI programs, investor motivations and perceived challenges, and expectations for future growth in MRI investment activity, based on responses from 159 non-profit clients, 50 of which are actively making mission-related investments.
February 2017
The start of the year is always a good time to focus on personal improvements with resolutions. In this edition of VantagePoint, we share in the spirit of a new year by providing investment resolutions.
January 2017
Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. Simple is not so sweet in the current environment. In a world of global uncertainty, investors should place a premium on diversification. The siren song of the simple portfolio may be difficult to resist, but its […]
January 2017
In our 2017 outlook, we review the prospects for several asset classes—developed and emerging markets equities, credit, real assets, sovereign bonds, and currencies—and share the advice of our chief investment strategist.
December 2016
When endowment funds slip “underwater” (below the historic dollar value of the original gift), institutions face a tradeoff between distributing anticipated budget support and restoring the endowment to its original value. Ultimately, the choice of underwater policy depends on the situation and needs of each institution in balancing endowment preservation with program support.
August 2016
Considering climate factors is an economic risk management and opportunity capitalization issue core to prudent investing for the long term. In this paper, we discuss the potential risks that climate change can inflict upon certain sectors and asset classes, outline corresponding strategies to defend against those risks, and review the thematic areas across public and private asset classes to proactively capitalize on the evolving opportunity set within the "resource efficiency" sector.
December 2015