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Dec 2016
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A new era of populism, politics, and policy: Implications for investors

Author: Mark Lynch

Mark is one of the firm’s most senior investors. His portfolio management responsibilities include global alternative approaches, financial-sector portfolios, and multi-asset strategies that focus on...

 
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Nov 2016
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Harnessing the power of yieldcos: An asymmetric opportunity?

Authors: Adam Berger, CFA, ...

A crisis of confidence has created what we believe to be a compelling opportunity in yieldcos. Although yieldcos are a relatively new investment structure, investors bid them up aggressively in the ...

 
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Oct 2016
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Solid state: Why the commodities rally is here to stay

Author: George von Metzsch

What a difference a year makes; commodities are in a very different position relative to 12 months ago. Through the end of the third quarter, commodity total-return indexes have rallied strongly, with the...

 
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Sep 2016
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Anchors away? Beware the "lower for longer" consensus trade

Author: David Lundgren, CFA, CMT

Two years ago, on 15 October 2014, when the US 10-year Treasury yield was at 2.0% (Figure 1), the macro strategy firm Strategas published results of a Bloomberg survey of Wall Street economists. Of the 72...

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