Introduction to Activist Investing
This report provides an overview of activist investing and also addresses the role of activist funds in investor portfolios and the associated risks of the investment strategy.
Research Publications Archive
The U.K. Social Investment Market: The Current Landscape and a Framework for Investor Decision Making
This report discusses the landscape of the U.K. social investment market, with a focus on impact investing; reviews the barriers to the growth of the market and potential solutions; and outlines a decision-making framework to help investors evaluate and implement social investments within a diversified investment portfolio. While this report is focused on the social…
Time to Venture … into Venture?
The venture capital model is not broken – indeed, fundamentals look better than they have for many years – but returns will likely continue to be concentrated in top-performing funds.
Leveraged Credit: Losing Upside Potential
Given lower yields, returns on high-yield bonds and leveraged loans are likely to taper off, but in a muddle-through or bear market environment their returns should compare favorably with those of equities.
U.K. Property: Time to Top Up on Prime?
U.K. property remains bifurcated, with a large spread between prices and investor interest in prime and non-prime assets. While prime prices are assuredly not cheap, we would view a further softening in capital values as a signal for long-sighted investors to top up allocations.
Single-Family Homes – Time for Investors to Trot Out the Welcome Mat?
Fallout from the credit crisis has meant that investors can now invest in single-family homes on an institutional basis, but those choosing to do so should screen managers carefully and be mindful of the inherent risks.
Fiscal Year 2012 in Review
The risk-on/risk-off environment continued in 2012. Equities fell across the board, with U.S. markets holding up best, while “safe havens” such as sovereign bonds and gold posted solid gains.
Uncertainty Reigns
Mid-year update on the challenging macroeconomic environment and our portfolio advice.
Long-Short Hedge Funds – Bottoms Up?
After a difficult few years—capped off by the annus horribilis of 2011—are long/short hedge funds a buy … or sell?
What To Do About Higher Rates?
Investors worried about rising interest rates have several options; unfortunately, none comes without opportunity costs and implementation challenges.