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Library » Understanding Reinvestment Rate Risk in Today’s Environment: Avoiding Going Broke “Safely”

April 03, 2014 | Active Management

While risk is often defined by various statistics, the broadest definition of risk to investors is failing to achieve one’s investment objectives. There are three basic portfolio risks that can prevent an investor from reaching his/her goals: Capital Risk - the possibility of sustained losses …

Library » A Historical Perspective on the Asset Allocation Decision

March 26, 2014 | Active Management

Introduction To a large extent, investment objectives are driven by investment time horizon, magnitude of withdrawals, and risk tolerance level. These goals must be identified and prioritized in order to determine an appropriate asset allocation. Establishing the appropriate asset allocation for …

Library » Emerging Markets: Where Are They Now?

March 25, 2014 | Market Commentary

Investor nerves were on display early in 2014 as incoming macroeconomic data showed signs of softening and other notable developments led to worsening capital outflows from emerging markets, more currency weakness, and in some cases, decisive policy action. The pickup in volatility impacted a …

Markets & Economy » A Closer Look at Japanese Yen Depreciation and its Impact on Growth and Equities

March 11, 2014 | Market Commentary

Weakness in the Japanese economy has given investors reason for concern. Recently released data showed that GDP grew just 0.2% quarter-over-quarter (qoq) during the last three months of 2013. This worked out to be a qoq annualized rate of merely 0.7%, and marked the second consecutive quarter of …


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