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US Infrastructure and Beyond -What’s Being Proposed and How to Pay for It?

…equity asset class, and invest through funds which partly or fully target infrastructure. Ideally, infrastructure investments provide pension plans long term, regular cash flows to meet longer term liabilities with the possibility of inflation protection. However, there are also rightful concerns over delays and cost…

2020: The Year That Was

…orders in a number of states. With the economy teetering and the future uncertain, Congress passed the $2.2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act, an unprecedented economic stimulus bill, which was signed into law on March 27. In addition to one-time cash

It’s 401(k) Day! Here are Some Tips to Get You on the Right Track

…in the others. By dividing your money among stocks, bonds, and cash alternatives you can spread your risk while conserving opportunities for gains. Leave Your Money Alone While borrowing money from yourself may seem like a good idea, it’s not! Money taken out of your…

Pension Funds and Infrastructure Investment

…as a distinct asset class alongside stocks, bonds, private equity, real estate and cash. Another important development for pensions has been the introduction in 2018 by the EDHEC Infrastructure Institute of a set of benchmarks, or indices, to evaluate the performance of infrastructure funds. In…

Investing with “Style”: Growth and Value Stocks

It is commonly stated that investing and asset allocation involve the choice between 3 asset classes: stocks, bonds and cash. However, it has long been believed that certain types of stocks behave differently from other types of stocks. This concept was first developed by Graham…

2nd Quarter 2015 Economic & Market Review

…Barclays Capital (“BarCap”) U.S. Aggregate Bond Index (-1.7%) faltered, but the real damage occurred at the long-end of the curve where the BarCap Long Government Index (-8.3%) and the BarCap U.S. Long Credit Index (-7.3%) fell precipitously. Cash continued to produce a yield near 0.0%….

1st Quarter 2015 Economic & Market Review

…Longer duration bonds had the most success in Q1as interest rates declined. The Barclays Capital (“BarCap”) Long Government/Credit Index (+3.4%) outpaced both the BarCap U.S. Aggregate Bond Index (+1.6%) and the BarCap Intermediate U.S. High Yield Index (+ 2.4%). Cash continued to produce a yield…

1st Quarter 2014 Economic & Market Review

…Markets Longer duration bonds had the most success in Q1. The Barclays Capital (“BarCap”) Long Government/Credit Index (+6.6%) outpaced both the BarCap U.S. Aggregate Bond Index (+1.8%) and the BarCap Intermediate U.S. High Yield Index (+ 2.8%). Cash continued to produce a yield near 0.0%….