Beyond Bulls & Bears

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US Monetary Policy: It’s Déjà Vu All Over Again

Is maintaining a zero interest rate policy in the United Sates today a good idea, or is not raising rates doing more harm than its intended good? I suppose that depends on perspective and opinion.

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Risk Factor Investing: It’s Not All About The Upside

We recognize that very few risk assets—even those considered to be 'safe assets'—are not without their challenges. Most face some kind of headwind.

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Solidifying a Case for Liquid Alternatives

Skeptics may be surprised to learn that the majority of hedge fund managers focus on providing capital appreciation with lower volatility than the broad markets.

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Shrugging Along

From our point of view, trying to predict market declines or rallies is not as important as preparing for incipient shocks smartly and strategically; it is about being vigilant.

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Exporting the “Bacon Genie” and Other Reasons to Be Bullish

The global economy is at a crossroad of sorts, facing a paradigm shift that is necessary for sustainable growth in the future. In our view, modifications in policy and consumer behavior will be requisite in both developed and emerging nations.

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Bridging the Gap: Global Listed Infrastructure