Insights

The Ups and Downs of Three Popular Defensive Strategies in Equity Portfolios. Stocks have undeniably been the best performing traditional asset class over the past decades in terms of absolute returns. However, the ride has not necessarily been a smooth one.

This wasn’t the case two hundred years ago, when candlefueled light cost over 325 times more than today’s light does. Light is so essential to our lives that its source has undergone radical innovations – and reinventions – that have improved it radically over the last century and a half. 

How do institutional investors manage inflation risk? Our team explores the use of private alternative investments in an inflationary environment.

Preferred shares, contrary to the other traditional fixed-income asset classes, are appealing for their upside potential in rising rate environments.

The words Environmental, Social and Governance have become commonplace in the lexicon of investors of late.