Networks - Investment Strategy

Cambridge Associates
Monday, October 26, 2020

Thought leaders and practitioners discuss key investment risks and opportunities through a social equity lens, and are joined by Judy Belk, president and CEO of The California Wellness Foundation, for a fireside chat on how the foundation is addressing social equity issues holistically through bo

Asset Consulting Group
Friday, October 16, 2020

Over the past ten years U.S. equities have outperformed their non-U.S. peers, however history shows outperformance cycles through time. Contributing factors include differences in index compositions, narrow U.S. leadership, and currency headwinds for non-U.S. equities.

Asset Consulting Group
Friday, October 16, 2020

The COVID-19 pandemic dramatically accelerated the move from traditional office environment to work-from-home for most American office workers. It is clear that a significant portion of workers will move from a five-day in-office work week to something else.

Asset Consulting Group
Wednesday, October 14, 2020

In this quarterly update, see the key areas of focus that drive investment returns and the implementation strategies around six themes that include a demand for responsible investment. 

Parametric
Thursday, October 15, 2020

One of today’s dominant macro-trends is the reversal of globalization—the free flow of people, goods, services, capital, technology, and ideas across national borders. COVID-19 has further accelerated the deglobalization.

Asset Consulting Group
Wednesday, October 14, 2020

Although no previous election year had this year’s unique set of circumstances—a global pandemic, an economic recession, the fastest equity market correction on record (and subsequent recovery), multiple natural disasters, and social unrest—there are some insights available when examining the ind

Parametric
Monday, October 5, 2020

Despite the popularity of exchange-traded funds (ETFs), there are structural issues that make them less than ideal for many high-net-worth investors.

Parametric
Friday, October 2, 2020

Between the slowing pace of payout cuts and changes in index yields, how much do income investors really need to worry about the rest of 2020. Investors who understand the data and the importance of diversification will adjust their views.

Parametric
Thursday, October 1, 2020

Buying local isn’t always the best strategy when investing in stocks. Here are three compelling reasons to consider investing beyond your home-country bias, which can have lasting negative impact on portfolios.

RSM US
Friday, October 2, 2020

COVID-19 has pushed many healthy businesses into a distressed position where they find themselves needing to raise financing, restructure debt, or sell the business to survive. For private equity funds with dry powder—available cash—on hand, a strategic investment in those businesses are under co