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April 03, 2017 | Investment Themes
Since the U.S. recession ended in 2009, the real estate sector has outperformed the broader equity market. The MSCI US REIT Index has returned over 20% on an annualized basis versus the S&P 500’s 15% return. Further, Real Estate Investment Trusts (REITs) have been the best performing asset …
August 22, 2016 | Active Management
Introduction From simple beginnings, the investment benchmark has become a de-facto aspect of most investment programs today. There are many types of benchmarks, but the most widely accepted version uses passive market indices as standards of performance measurement and points of comparison for …
April 12, 2016 | Active Management
A Fundamental Investor Problem Most institutional and individual investors have multiple goals or objectives related to the investment of their assets. Among the many different objectives that investors might pursue, meeting current cash flow needs and providing adequate capital growth for the …
January 26, 2016 | Market Commentary
Assumptions about future returns are made every day by a wide variety of investors. These assumptions are often based on annualized returns that can mask tremendous amounts of performance variation. For instance, a simple blended portfolio consisting of 55% U.S. Large Cap stocks and 45% …
January 15, 2016 | Market Commentary
In today’s environment, it may be difficult for investors to focus on long-term goals while facing short-term volatility. Managing Director, Christopher Petrosino, and Darin Leone, Portfolio Strategist, discuss how to find opportunity in the new year through an active and flexible approach.
August 12, 2015 | Emerging Markets
Chinese equity markets experienced unprecedented growth in the trailing 12 months ended May, with major equity indices returning more than 125%. Come June, however, cracks began forming, and some investors were left holding the bag. After peaking in mid-June, China’s major equity indices had …
July 20, 2015 | Wealth Management
Introduction For many investors, the need for current income to support spending needs is a primary investment objective. For example, investors that may place a priority on maintaining stability of current income needs include: High net worth investors in or near retirement Endowment/ …
July 07, 2015 | Fixed Income
With yields below average, searching for income to meet your investors' goals can be challenging. In order to find value, you must understand the risks that are involved with fixed income portfolio decisions. Managing Director, Christopher Petrosino, and Darin Leone, Portfolio Strategist, discuss …
June 29, 2015 | Investment Themes
Worldwide equity markets have had an impressive showing since emerging from the Great Recession. The run-up in prices has coincided with equities becoming broadly more expensive. Some regions offer more attractive opportunities than others from a valuation standpoint, but the overall …
June 04, 2015 | Active Management
As investment performance data gets released at the end of each calendar quarter, the financial press is inevitably filled with stories comparing the performance of active managers versus market indices. Framing this type of data in terms of the battle of active versus passive certainly makes …
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