There is much wisdom about the folly of prediction. But the process of thinking about variant perceptions and alternative scenarios is valuable to our investment process. With a nod to Byron Wien, the former Morgan Stanley and Blackstone Strategist who originated the annual 10 Surprises idea, we begin with the first potential surprise for 2019: #ActionsBeatWords.
Investment Management
Resource Search
2019 FOX Global Investment Forum Digital Binder
Publish Date
Q4 2018 Market Review & 2019 Outlook
Publish Date
In a rapidly changing environment, we all must learn to adapt our thinking about the optimal way to invest our capital for long-term success and that entails taking our cue from Charlie Kindleberger on the equity markets today and our cues from Charlie Noyes (and the other Crypto Charlies) about blockchain, crypto, and Bitcoin. Charlie Darwin truly was a good man and he was right, it is the one that is most adaptable to change that survives (and thrives).
Around the World With Yusko: Keto Diet is Great for Your Body, But Your Portfolio Needs #CARBS
Publish Date
In this Around the World with Yusko (#ATWWY) webinar, we explain why it’s time for investors to load up on CARBS—China, Argentina, Russia, Brazil, and South Korea—in their investment portfolio.
Douglas Poutasse, Head of Strategy and Research, Bentall Kennedy (U.S.) LP
M. Machua Millett, Esq., Managing Director, General Partner Liability Product Leader, Marsh USA, Inc.Marc Persily, Partner, Proskauer
Patrick Parisi, CIMA®, Director, Investment Advisory Services, BMO Family OfficeUnderstanding the role of liquidity is critical to effective portfolio management. In this session, we will provide guidance on how to build investment portfolios that incorporate liquidity needs and manage through market downturns. Learn how to manage “capital in waiting” as you build out a private markets portfolio, among other considerations for liquidity management.
Daniel Berkowitz, CFA, Investment Analyst, VanguardThis session will discuss a recently published framework for combining active and passive investments in a portfolio and will highlight the case for indexing and the case for active managers in portfolio construction. We will also discuss common myths and misperceptions around the active versus passive decision and explain factors that can help investors determine an appropriate mix between them.
Libby Cantrill, CFA, Managing Director and Head of Public Policy, PIMCOIn this session, Libby Cantrill, the head of public policy at PIMCO, will discuss global challenges, including the rise of populist movements (i.e. Brexit) and challenges to democratic institutions around the globe. She will address these challenges from both a policy and political lens – and discuss the ensuing potential effects on markets and their investment implications.
Nate Hamilton, CFA, Advisory Board Member, Family Office Exchange