An update from the front lines of the Trade War, with a focus on implications for investors
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
From a business standpoint, 2018 was a good year for our team, with solid investment performance and flows which surpassed our expectations.
Expected returns and correlations of asset classes.