Although climate risk is likely underestimated by financial markets, investors would be wise to consider it in their investment decision-making process. Given the expected future repricing of this risk, there is a window of opportunity for investors to get ahead of the curve.
2019 witnessed an uncommon surge for both risky and safe assets as stocks and bonds had their biggest simultaneous gains in more than two decades. An improving outlook on the economy, progress between the U.S. and China on trade, and the Fed’s interest rate cuts boosted investors’ confidence.
Ellwood's Capital Markets Committee, Ellwood Associates
Wednesday, February 5, 2020
In seeking to evaluate the risk and return potential for a range of asset classes within the anticipated investment environment, there is caution given the deceleration in the economic cycle indicators that are monitored.
As technological advances are disrupting and transforming companies in every sector, the traditional investing landscape is also being disrupted. Venture capital is at the core of the transformation and has become a critical component of a long-term investment strategy.
It is an open question whether investors in 2020 will remain as sanguine as they did in 2019. The U.S. and China are settling into a protracted battle over strategic interests, global economic growth is slowing, and central banks are running out of options.
Chief Investment Officer, Shannon Saccocia, sits down with Ryan McQuilkin, Head of Fixed Income, and Nancy Perez, Senior Manager to discuss: (1) the outlook for 2020 since 2019 was a banner year for a balanced portfolio; (2) how the impending U.S.
The financial services sector was cited as one of the top industries likely to experience increase in deal activity in 2020, according to BDO’s US Private Capital Outlook. We take a deeper look at the trend in this episode of the Private Equity PErspectives Podcast.