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Equity long/short funds: Are the good times gone or does skill still matter?

Author: Matthew Scales, CFA

Since the Global Financial Crisis (GFC), the world has been awash in liquidity. The prolonged and unprecedented use of monetary stimulus has stabilized growth, returned major developed markets to full...

File under: New paths for alternative investing, Preparing for reflation and rising rates

 
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Tax reform and long bond supply: An "early mover" advantage for US corporate...

Authors: Bill Cole, CFA, CAIA, ...

Corporate tax cuts are a key component of President Trump's tax plan. While there are many details still to be ironed out, it seems likely that lower corporate tax rates are on the horizon. In this paper, we...

File under: New directions in liability-driven investing

 
Jan 2017
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Narrowing the return gap: 10 steps in the right direction

Author: Adam Berger, CFA

Many institutional investors, from public and private pensions to endowments and foundations, are stuck between a rock and a hard place. Their return targets remain relatively high, while capital market return...

 
Jan 2017
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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...

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