In just a matter of weeks, U.S. equities went from all-time highs to bear market correction territory. As of March…
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. The following newsletters examine the primary asset classes we cover for our clients, with in-depth analysis of last year’s performance and more importantly, trends, themes, and projections to watch for in 2020.
We hope these materials can assist you and your committees as you plan for the coming year, and please feel free to reach out to any of us should you have further questions about the articles. We have also produced a 2020 Market Preview video if you would like to hear a high-level summary of the market previews. Here’s to another positive year from the markets in 2020!
Fixed Income: The New Roaring Twenties — Will It Be Different This Time?
by Ben Mohr, CFA, Director of Fixed Income
Non-U.S. Equities: Big Expectations, Little Wiggle Room
by David Hernandez, CFA, Senior Research Analyst, Non-U.S. Equities
and Nicole Johnson-Barnes, CFA, Research Analyst
Infrastructure: The Energy Revolution Is Driving the Future of Infrastructure
by Jeremy Zirin, CAIA, Senior Research Analyst, Real Assets
Hedge Funds: Rising Geopolitical Risks and a U.S. Election Could Lead to Tempered Expectations
by Joe McGuane, CFA, Senior Research Analyst, Alternatives
Private Equity: As Asset Class Grows, Continues to Deliver for Investors
by Derek Schmidt, CFA, CAIA, Director of Private Equity
Private Credit: An Asset Class Coming Into Its Own
by Brett Graffy, CAIA, Research Analyst
To read the above files in one combined document > 2020 Market Preview
As mentioned in last week’s chart, the number of Americans filing for unemployment over the past few…
With March officially in the books, the following is a brief summary of what has transpired in the capital markets…
This week’s chart examines forward-looking returns for private real estate based on historical spreads to the 10-Year Treasury Yield and…
In the early hours of March 25th, the Senate and the Trump administration reached a deal on the $2 trillion…
This special second edition Chart of the Week shows weekly initial jobless claims going back to 2007. Last week’s number…
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