Networks - Investment Strategy

Marsh & McLennan Companies
Wednesday, February 3, 2021

COVID-19 is exacerbating ongoing geopolitical and societal challenges, and the existential crisis of climate change looms large.

Tuesday, February 2, 2021

Custom separately managed accounts (SMAs) may seem to many like the newest in the line of innovations in the investment industry. However, the benefits of portfolio customization go far beyond security selection.

Thursday, January 28, 2021

Municipal bond investors may be concerned that periods of economic stress could result in states defaulting on their debt. This fear can be exacerbated by political rhetoric, by inflammatory reporting, or even by inherent suspicion of the efficacy of governments.

BNY Mellon Wealth Management
Tuesday, January 26, 2021

Based on a 10-year investment time horizon and the impact of COVID-19, the overall results of the 2021 capital market return assumptions are mixed for approximately 50 asset classes around the world.

Asset Consulting Group
Monday, January 25, 2021

Even prior to COVID-19, China’s economy had been growing at a faster pace than the rest of the world. In 2020, Chinese equities outperformed most global equity markets, particularly emerging markets. China’s domestic (A-share) equity market remains relatively untapped by foreign investors.

Wednesday, January 20, 2021

Against the backdrop of the pandemic, this roundtable discussion was centered around faith-based institutions that seek to align their investments with the belief systems that guide their organizations while also being held accountable by their philanthropic donors.

Friday, January 22, 2021

In an uncertain market where each unfolding economic disruption is met with increasingly emboldened central bank intervention, economists are predicting accelerating declines in the value of all fiat currencies, including—and perhaps especially—in the U.S. dollar.

Marsh & McLennan Companies
Thursday, January 21, 2021

The events of the last year have made the traditionally predictable world of real estate more chaotic and unclear. For family offices that invest in real estate, it means recognizing that every phase of their real estate investment brings on risk that can threaten its success and reputation.

Cambridge Associates
Thursday, January 21, 2021

To build an investment portfolio that is best positioned to meet a family’s long-term goals, a deep understanding of the influencing factors unique to each family is required.

Ellwood Associates
Wednesday, January 20, 2021

U.S. stock market performance, as measured by the S&P 500, has been driven by a small number of stocks over the past few years. The top five holdings now represent 21.9% of the S&P 500 as of December 31, 2020.