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Multi-asset
 
Jan 2017
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Macro and market

Reweighting portfolios for a reflating world

Author: Nanette Abuhoff Jacobson

In 2017, I expect politics and policy will again play a major role in driving markets and creating volatility. I anchor my investment ideas to a framework that takes political trends into account, but also...

 
Jan 2017
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Portfolio policy

Getting real: Eight reasons why we're bullish on real assets

Authors: David Chang, CFA, ...

After a period of prolonged underperformance, real assets broadly outperformed during much of 2016. For portfolio managers David Chang, Scott Elliott, and Greg LeBlanc, real assets are the most attractive they...

 
Jan 2017
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Macro and market

How to run twice as fast

Author: Cara Lafond, CFA

Today, against a backdrop of stretched market valuations and political uncertainty, it is a challenge for many nonprofits to simply “remain in place” and maintain purchasing power. Here, we look...

 
Jan 2017
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Portfolio policy

Four pension issues to watch in 2017: An update for US corporate plans

Author: Amy Trainor, FSA, EA

A range of market, legislative, and regulatory developments could shape plan sponsor decisions in the coming year. This note highlights some we’ll be keeping an eye on. Key points US corporate...

File under: New directions in liability-driven investing

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