US Manager Universe Statistics: Second Quarter 2016
This chart book presents representative marketable and hedge fund manager performance for second quarter 2016.
Equities
Review of Market Performance: Fiscal Year 2016
Investors grappled with the trajectory of global growth and the dramatic increase in negative-yielding debt in the year ended June 30, 2016. This brief chart book looks at returns and other market metrics for fiscal year 2016.
The 15% Frontier
With virtually limitless choices along the asset allocation spectrum, an allocation to private investments greater than 15% has served many investors well. Are you on the right track?
Has the Market Become Too Complacent Too Quickly?
The market has not become too complacent and continues to register the many potential risks on the horizon.
Scandal, Recession, and Impeachment, Yet Brazilian Stocks Are Flying
Brazil’s equity valuations, though by no means rich, are out of sync with its political uncertainty and economic distress.
What’s the Outlook for US Equities Given the Earnings Recession?
Risks to US equities remain firmly skewed to the downside, but as long as the Fed remains on hold and the twin earnings headwinds of weak oil/strong dollar continue to fade, US equities could continue to muddle along near recent levels.
US Manager Universe Statistics: First Quarter 2016
This chart book presents representative marketable and hedge fund manager performance for first quarter 2016.
Japanese Equities: Is Abenomics Becoming a Liability?
We retain our overweight to Japanese stocks, but are watching closely to ensure economic or political events do not undermine the promising case for company fundamentals.
Will Value Stocks Continue to Outperform?
Prospects are tenuous for sustained outperformance of value stocks on the whole. We recommend owning value stocks, but would not broadly overweight just yet.
Are Eurozone Equities Still Poised to Outperform in 2016?
Yes, but the amount of outperformance could be limited, and growing macro-driven volatility will likely cap the absolute level of returns.