Array ( [form_session_id] => -vY8oVOKTlacoGX9OKsJWWSY-kDtCCbf5m1xmO_W-JU [Current_Location] => US )


Global Perspectives

Aug 03, 2022

Consumer Tradeoffs

By Paula Campbell Roberts

Given the uncertainty in financial markets and the increased importance of the consumer sector in today’s economic environment, we are updati....

Aug 09, 2022

The Credit Sun Also Rises

By Christopher A. Sheldon, Kristopher Novell, Tal Reback

It would be an understatement to say that the second quarter’s volatility left global investors on the edge of their seats. Rising rates continued....

Sep 28, 2022

The Times They Are A-Changin’

By Henry H. Mcvey

During an overall great run for financial assets in recent years, the Endowment and Foundation community – by almost all measures – exceeded expec....

Dec 07, 2022

The Law of the Jungle

By Christopher A. Sheldon, Kevin McMahon, Kristopher Novell

As we engage with our investors during these uncertain times, we are often asked, “Where are you seeing the most attractive relative value opportu....

Dec 13, 2022

Regime Change: The Benefits of Private Credit in the ‘Traditional’ Portfolio

By Henry H. Mcvey, Racim Allouani

We continue to believe that, in the new macroeconomic regime we have entered, the positive correlation between stocks and bonds will likely be long-....

Dec 19, 2022

Outlook for 2023: Keep It Simple

By Henry H. Mcvey

Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive tilt, especially on many par....