Viewpoints

  • Weekly Research Briefing: Time to Migrate?

    Sept 15, 2021

    Plenty of movement going on this September. Not only are the ducks headed north, but also students in the U.S. have returned to school, (some) employees are moving back to the office, many corporations are tapping the bond and stock markets, and most football fans are wading back into their stadiums. As the nighttime temps begin to cool, it feels like a more normal Fall is upon us in America. For the markets, this also means it is time for that always fun September/October seasonality.

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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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  • COVID-19 & Market Update

    March 9, 2021
    Hamilton Lane: COVID-19 & Market Update

    It should be a positive time, right? The vaccines are beginning to roll out into populations. As fast as we want? No, but getting better almost everywhere. Economies are doing well around the world. Is everyone benefiting? No, but a lot more than a few months ago and prospects are looking better as more segments of economies open now and in the near future. Offices will begin to re-open, social events are creeping back, the next few months promise more of that happening.

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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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