There is nothing particularly magical about the start of a new calendar year, but it is a time to reassess the global economy and markets in search of investment opportunities. At the start of 2016 the outlook shows low recession and bear market risks, the U.S.
Change is in the wind. After a challenging 2015, the investment landscape for 2016 will be defined by a new course for monetary policy and political leadership, a new primary catalyst for stocks and an altered roadmap for credit markets, and for energy. Looking ahead at these asset classes—U.S.
There is rarely any dissension over the assumption that future investment results are shaped by present-day conditions. Underpromising, or assuming future returns will fall below historic averages, may appear unduly pessimistic. Yet, adversity is best confronted when it is expected.
Matthew Brown, Founder & CEO – CAIS Michael J. Forestner, CFA, Partner and Scott Zipfel, CFA, CAIA, Principal – Mercer Investment Consulting
Wednesday, December 9, 2015
As families, family offices and advisors focus on refining their 2016 investment strategy, this is a critical time of the year to reflect on where you are pursuant to your investment goals as well as to identify where you want to go in the year ahead.
There are two reasons for including hedge funds in a traditional asset portfolio. First, their betas with respect to the S&P 500 are often substantially less than unity, which makes them attractive diversifiers.
This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective on a wide range of topics including – Economic Outlook, Investment Objectives and Time Horizon, Asset Allocation and Performance, Use of Investment Professionals and Committees, Reliance on Alternati