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Markets & Economy » REITs: Can the Best Performing Asset Class Maintain its Crown?

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 …

Markets & Economy » Federal Reserve Hikes Rates, Ushers in Accelerated Pace

March 16, 2017 | Investment Management

In a widely expected move, on Wednesday afternoon, Federal Reserve policymakers chose to hike interest rates by a quarter of a percentage point to a range of 0.75 to 1.00 percent, noting increased inflationary pressures and economic activity that has continued to expand at a moderate pace. The …

Library » March 2017 Perspective

March 07, 2017 | Market Commentary

Two of the first pieces of national economic news released each month are the Institute for Supply Management (ISM) Reports on Business. The first report covers the manufacturing sector, which is followed by a release covering non-manufacturing activity. These surveys can have a meaningful …

Library » January 2017 Perspective

January 09, 2017 | Market Commentary

In December, Federal Open Market Committee (FOMC) members voted unanimously to raise the federal funds target rate by 25 basis points from a range of 0.25–0.50% to 0.50–0.75%. Following the December 2015 rate hike, this was only the second time the FOMC raised rates in over a decade, an indication …

Marc Bushallow

Managing Director, Fixed Income

Markets & Economy » Fed Raises Rates: Implications for Fixed Income Investors

December 23, 2016 | Investment Management

The Federal Open Market Committee (FOMC) unanimously decided to increase the federal funds target rate by 25 basis points last week, moving the target range from 0.25–0.50% to 0.50–0.75%. This is the second rate hike in over a decade; the federal funds target rate was last raised in December 2015, …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Endowments & Foundations » Endowment & Foundation FAQs: The Hidden Risks of Fixed Income

April 26, 2016 | Investment Management

Many Endowments & Foundations have questions on how to navigate the risks in today’s fixed income environment so they can stay on track towards their long-term goals. Here, we share our perspective on the current risks and how they can be managed. Why should Endowment & Foundation investors be …


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