Equity markets expected to remain attractive

Multi-year return outlook continues to favour diversified equities—this sense is further accentuated when compared to low-yielding, high-quality bonds and liquidity.  Many investment managers anticipate that global equities will deliver 7%–8% growth annually over the next five years. Due to its favourable risk-return trade-off and its deleveraging lead, the US markets are expected to attract a […]

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Private Markets – A Complementary Strategy

What are private markets—they usually encompass a range of investment strategies including private equity, private debt, and real assets.  Those investors who are willing to commit their capital for longer durations (several years) can access opportunities in private markets that are typically unavailable in traditional asset classes. Private markets have generated attractive long-term returns.  Over […]

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Charts

The relevance of economics

Understanding how different regions and countries will evolve over the next five to seven years from both a growth and an inflation standpoint is crucial to determining one’s longer-term Strategic Asset Allocation.  This might be viewed as an exercise in futility considering the checkered track record of economic forecasts over the short-term (a year or […]

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