• Weekly Research Briefing:
    Open for Business

    April 13, 2021

    The Horse & Groom, Heads & Tails, The Lyric, Punch & Judy and the Duke of York. All open and ready to serve you a pint or an espresso martini depending on the time of day. Well done, London.

    While the U.S. and the U.K. continue to lead in COVID vaccination progress, other countries are hitting cobblestones in the road.

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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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  • The New Core Allocation:
    Long/Short Equity

    Core Allocation Long Short Equity

    With uncertain equity markets, the potential for subdued-to-negative economic growth looming, and a bleak outlook for fixed income, advisors are challenged to rethink foundational portfolio elements of investor portfolios—which means seeking out strategies that bolster the core going forward.

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