U.S. Bonds: Navigating the Shifting Structure of the FI Marketplace
Product innovation brings new opportunities, but also can significantly alter key performance drivers.
Research Publications Archive
Inflation: Should Investors Be Concerned?
While secular inflation is likely to remain in check, investors should be prepared for potential cyclical inflationary spikes.
Characteristics of High-Yield U.K. Equities
U.K. charities that must operate under income-only spending policies should actively monitor and manage the potential biases a high dividend yield strategy may introduce.
Indian Venture Capital
This report suggests that India is among the most attractive regions for venture investing in Southeast Asia, and the software and telecom sectors appear particularly promising. Also included is information on 21 partnerships already invested in Indian venture capital.
Timberland Investing: An Introduction
This paper examines the potential risks and rewards of a timber investment, as well as vehicles, terms, and benchmarks.
U.S. Equities: Are Things Really Different This Time?
While the recent resilience of the U.S. economy and financial markets has been impressive, valuations remain stretched.
Risky Business
Risky assets and U.S. equities remain expensive, while quality and non-U.S. equities look more attractive.
European Equities Soar, but Remain Modestly Attractive
Valuations remain reasonable and upside potential outweighs downside risks.
U.S. REITs – Expensive, but Still Worthwhile
REITs offer strategic benefits but limit your exposure in the current environment.
Ultra-Long Gilts – Too, Too Dear
Ultra-long gilts provide interesting opportunities, but not at today’s prices.