Saturday, August 8, 2020

Public Equities

The Case for a Permanent Allocation to an Equity Stabilization Strategy

Institutional investors face a balancing act between two equally important needs: achieving robust long-term returns while avoiding...

How to Invest in Dividend Equities Now

Companies globally are slashing dividend payments as they face a combination of declining revenues and regulatory measures discouraging dividend payments. Not surprisingly,...

Why Investors Should Ride the New Higher-Tech Infrastructure Wave with Liquid Real Assets

Executive SummaryThe investment fundamentals for liquid real assets have improved, as investment in the U.S’s infrastructure benefits from advances in technology. We...

An Evolving Landscape: Highlights of the RBC GAM 2019 Responsible Investment Survey

IntroductionThe 2019 RBC Global Asset Management Responsible Investment Survey polled key decision makers, including institutional asset owners, wealth managers and pension plan...

When Volatility Strikes, Add . . . Equity?

Bonds are the way to go to reduce risk, right?Maybe not. Investors are worried about the market forecasts...

ETF Check-In Provided by Brownstone 1Q2020 – Columnist

Key Points• There are 20 unique ETF issuers offering Fixed Income ETFs eligible to be reported as bonds approved by the NAIC.•...

Solving the Mysteries of Alpha

As evidenced by their high fees, stock pickers still are coveted in investing. Conventional wisdom attributes much of alpha to the...

ETF Check-In Provided by Brownstone 4Q2019 – Columnist

Key Points• There are now well over 250 ETFs eligible to be reported as bonds designated by the NAIC. • We...

Insurance Company Investments In ETFs: Accelerating Growth Ahead

EXECUTIVE SUMMARY This report presents the results of a Greenwich Associates study of U.S. insurance company investments in exchange traded funds (ETFs). We interviewed 52...

Adding Upside Potential To Insurance Portfolios: Equity Enhanced Fixed Income

Since the global financial crisis, persistently strong equity markets and muted volatility have led to a prolonged period of market complacency. Recent movements in...