Viewpoints

  • Weekly Research Briefing:
    Congratulations Graduates

    May 24, 2022

    This month millions of kids will graduate from college and high school. For all of them, it was a diploma well-earned due to the pandemic interruption for more than half of their education. Investors in public equities should also receive a diploma for learning that stock prices can leg lower, and lower, and lower.

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  • COVID-19 & Market Update

    April 19, 2022
    Hamilton Lane: COVID-19 & Market Update

    So, what is next? It is difficult to see any outcome for the foreseeable future other than continued war in Ukraine. Russia cannot accept defeat and Ukraine cannot accept any conditions that Russia might accept in light of how much Ukraine has already suffered from Russian atrocities that will only continue.

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  • Broader Horizons: The Case for Private Markets Investing

    May 6, 2021

    A dynamic and innovative global economy still offers investors plenty of long-term growth opportunities. The caveat: You may want to look beyond public markets to find them.

    Increasingly, companies are choosing to stay private longer, or never go public at all, and this could have large implications for investors.

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  • Quick Hits—Talking Private Wealth & Private Markets

    Hamilton Lane: QuickHits

    Calling all high-net-worth investors: It might be time to starting thinking beyond just stocks and bonds. In Hamilton Lane’s latest Quick Hits, Stephanie Davis makes the case for portfolio diversification that includes – you guessed it – investing in the private markets.

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  • 60/40 Revisited: Risk/Return
    Assumptions Require Imagination
    in Today’s Environment

    Traditional expectations of the 60/40 stock and bond portfolio may be due for a rethink. From today’s yield levels, bonds simply can’t contribute to a portfolio the way they historically have. For advisors and other allocators, this could mean shifting assets away from fixed income and into alternatives if they want to preserve the same risk and return profile that the 60/40 portfolio has historically delivered.

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