Alternatives

June 12, 2019

The Staying Power of Commercial Real Estate

by Greg Young

The US is approaching the longest economic recovery in history, and some investors are worried that a slowdown is on the horizon and the commercial real estate cycle is nearing an end. We agree that an economic slowdown will happen at some point, but think that it matters less for long-term investors in private commercial real estate.

Alternatives, Real Estate

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May 21, 2019

US Housing Reform and the Future of CRTs

by Michael S. Canter, Janaki Rao

Credit risk-transfer securities have made the US mortgage market safer by shifting default risk from taxpayers to private investors. The latest attempt to overhaul the housing finance system isn’t likely to change that.

Alternatives, Fixed Income, Policy & Regulation

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March 20, 2019

A Framework for Allocating to Illiquid Investments

by Alexander Chaloff

The traditional asset allocation model considers only one dimension— the type of asset. For years, this model was effective, before a proliferation of alternative products widened the investment choice, and advanced technology allowed for more precise models. Today, there’s a better way.

Alternatives, Asset Allocation

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February 21, 2019

Enhancing Your Investment Portfolio with Private Equity

by Alexander Chaloff

Most investors try to diversify their investments—by allocating money to several asset classes like stocks and bonds, in various geographies—the US or foreign markets, for example—or by choosing stocks in many industries. Another way is to seek investments outside the public markets. Private equity is one such place.

Alternatives, Wealth Planning

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January 11, 2019

2018 Lessons Learned: Tenets of Investing Ring True, Time and Again

by Kathleen M. Fisher

The beginning of the year is often the time when investment strategists opine on the outlook for the year ahead. Although 2018 proved, once again, how futile such short-term forecasts can be, last year’s markets affirmed some of the evergreen tenets of investing.

Alternatives, Equities, Fixed Income, Wealth Planning

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December 17, 2018

Is the US Housing Market Headed for a Correction?

by Michael S. Canter, Janaki Rao, Monika Carlson

The median price of a US single-family home has risen just over 40% since the last housing-market crash. While newspaper headlines may put readers on edge, our analysis indicates a gradual slowdown, not a bursting bubble—in most regions.

Alternatives, Fixed Income, Rising Rates

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February 13, 2018

Why the US Government Should Guarantee Your Mortgages

by Michael S. Canter, Janaki Rao

Congress may finally be inching toward an overhaul of the US housing finance system. That’s good. But getting reform right is more important than getting it done. To us, that means ensuring the government retains a clearly defined role in the mortgage market.

Alternatives, Fixed Income, Policy & Regulation

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January 17, 2018

Will Tax Reform Derail CRTs? Don’t Bet on It

by Michael S. Canter, Monika Carlson, Janaki Rao

Investors seeking floating interest-rate exposure and high yields are increasingly turning to credit risk–transfer securities (CRTs), a fairly new type of mortgage-backed bond. But could US tax-code changes hurt the housing market and, by extension, CRTs? We don’t think so.

Alternatives, Fixed Income

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September 07, 2017

Positive Developments for Hedge Funds

by Stuart Davies, Vikas Kapoor

Widespread criticism of the hedge-fund industry has spurred positive changes, the market environment is improving, and new ways of achieving some return streams have become available.

Alternatives, Wealth Management, Wealth Planning

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May 18, 2017

Don’t Wait for Rough Markets to Take a Look at Alternatives

by Christine Johnson, Richard Brink

Volatility is remarkably low today, but it’s not likely to stay that way. Alternatives have the potential to provide diversification and reduce risk when markets get stormy again. But what’s the best way to design an alternatives allocation?

Alternatives

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March 17, 2017

Micro-Cap Banks: An Evergreen Alpha Source

by Michael Howard

In a recent blog post, we explained why we think tiny banks and thrifts offer a sizable short-term opportunity. We also think this under-covered group of stocks provides an evergreen source of potential alpha.

Alternatives, Equities, Wealth Management, Wealth Planning

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February 21, 2017

Life After Beta: Are You Asking the Right Questions About Alternatives?

by Richard Brink, Christine Johnson

Investors have had mixed experiences with alternative investments lately, as the market landscape has made it hard for managers’ skills to shine. It’s time to ask some pointed questions to get the right fit.

Alternatives

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February 20, 2017

Bank Rally Likely to Shift to Micro-Caps

by Michael Howard

After lagging the market for years, US financial stocks surged after Donald Trump’s surprising win in the US presidential election. Investors can still profit from investing in banks; in our view, many of the best opportunities now lie in the micro-cap banks the rally left behind.

Alternatives, Equities, Wealth Management, Wealth Planning

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Alternatives

by Greg Young

Alternatives, Real Estate

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by Michael S. Canter, Janaki Rao

Alternatives, Fixed Income, Policy & Regulation

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by Alexander Chaloff

Alternatives, Asset Allocation

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by Alexander Chaloff

Alternatives, Wealth Planning

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by Kathleen M. Fisher

Alternatives, Equities, Fixed Income, Wealth Planning

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by Michael S. Canter, Janaki Rao, Monika Carlson

Alternatives, Fixed Income, Rising Rates

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by Michael S. Canter, Janaki Rao

Alternatives, Fixed Income, Policy & Regulation

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by Michael S. Canter, Monika Carlson, Janaki Rao

Alternatives, Fixed Income

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by Stuart Davies, Vikas Kapoor

Alternatives, Wealth Management, Wealth Planning

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by Christine Johnson, Richard Brink

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by Michael Howard

Alternatives, Equities, Wealth Management, Wealth Planning

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by Richard Brink, Christine Johnson

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by Michael Howard

Alternatives, Equities, Wealth Management, Wealth Planning

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