This report on asset allocation in the current environment is the fifth in what has evolved into a series of occasional papers on the evolution of the secular bear market in equities and our thoughts on how investors can best cope with the prevailing uncertainties. While recognizing that conditions could certainly remain benign for some…
This paper examines various approaches to social investing, explores whether social investing is incompatible with fiduciary responsibility, and outlines steps necessary to develop a social investing program.
Quality is relatively cheap outside the United States, although harder to come by.
While continued pound strength would weigh on unhedged cross-border U.K. investors, it should not crimp corporate profits so long as global growth stays strong.
Is all the talk about high equity risk premiums missing the bigger picture?
Is a booming emerging Europe veering toward an “Asia-Style” crisis?
While the external debt market continues to fade away, rapidly expanding local currency markets offer opportunities for enterprising investors.
“Cleantech” provides an evolving investment opportunity that could potentially offer lower correlation to and different risk characteristics than traditional investments. This report presents an overview of the investment outlook for cleantech investing as well as analysis of market size and growth potential; performance characteristics; major risks; and implementation considerations, among other factors.
If tech stock earnings disappoint again in 2007, overall earnings are likely to fall short of expectations.
Lessons learned from the early 1990s liquidity-driven property market crash.