As a key indicator that we have come a long way from the late-March panic and that both the economy…
This video coincides with our annual Market Preview newsletters and includes a recap of 2019’s performance and what investors can expect heading into 2020. 2019 was certainly a profitable year for investors as traditional and alternative asset classes delivered positive returns. As we enter 2020, there are a litany of questions facing global markets ranging from the U.S. election to trade disputes to global monetary policy, all of which will undoubtedly influence investment returns.
This video is part of our Market Insights series, a quarterly presentation designed to brief clients on the market as soon as possible after quarterly market data becomes available. Members of our research team discuss the overall U.S. economy, along with fixed income, U.S. and non-U.S. equity, hedge funds, private equity, real estate, and infrastructure.
Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner
Ben Mohr, CFA, Director of Fixed Income
Samantha Grant, CFA, CAIA, Senior Research Analyst, U.S. Equities
Robert Britenbach, CFA, CIPM, Research Analyst, U.S. Equities
David Hernandez, CFA, Senior Research Analyst, Non-U.S. Equities
Joe McGuane, CFA, Senior Research Analyst, Alternatives
Jeremy Zirin, CAIA, Senior Research Analyst, Real Assets
Derek Schmidt, CFA, CAIA, Director of Private Equity
For more information, questions, or feedback, please send us an email.
COVID-19 has caused a slew of bankruptcies across multiple industries as companies struggle to meet their cash needs. Re-openings might…
The second quarter of 2020 proved to be as eventful as the first, with slow economic results being largely ignored…
It is critical for institutional investors to understand the importance of both relative and absolute value when considering investment allocations….
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