Must Reads

A Lull in the Rally

Dow 20k has come and gone and the market rally is losing some steam. The recent sideways movement of the markets has us asking whether or not a pullback is in order.

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Investment Implications of a Trump Presidency

When it became clear that Trump would indeed win the presidency Tuesday night, financial markets responded violently as Dow Jones Industrial Average futures fell 800 points. Thursday the Dow closed at a record high, marking one of the biggest market turnarounds since the global financial crisis. A new regime requires a new outlook and given…

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Beyond 60-40 – The evolving role of hedge funds in institutional investor portfolios

A recent study completed by the Alternative Investment Management Association concludes that institutional investors are moving away from the 60/40 (equity/bond) mix and increasingly using hedge funds and other alternative assets. Alternatives allow investors to customize their portfolios and meet their individual objectives in terms of risk adjusted terms, diversification, lower correlations, lower volatility and…

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Investing In A Debt-Fuelled World

A recent report by Principal Global surveyed investment organizations around the world who oversaw high net worth individuals assets, totaling $27.4 trillion in assets. The survey found that HNW individuals have favored five investment segments in particular: traditional index ETFs, hedge funds, private equity, and property. They have become less favorable in 2013 to currency…

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