Center For Investment Excellence

Monetary policy and financial stability

We discuss the March Federal Open Market Committee meeting policy decision and its implication for investors.

Clash of the Credit

In a battle of Investment Grade vs. High Yield, we discuss credit opportunities for institutional investors.

Fixed Income’s Fashionable Again

After a year of higher interest rates and rising recession risks, what should bond investors focus on in 2023?

The Asset Allocation Draft for 2023

A review of our 2023 asset allocation recommendations across fixed income, equities, and illiquid and liquid alternatives.

2023 Long-Term Capital Market Assumptions: Back to basics

As asset return forecasts move closer to equilibrium, we discuss how today’s market offers the best returns in over a decade.

The next generation of investors

David Lebovitz and Jack Manley, Global Market Strategists, have a discussion around the next generation of investors and their financial mindset, identifying how their investment decisions are made and where institutional investors can find the most promising opportunities to reach them.

Macro pressures affecting private markets

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, have a discussion around the macro pressures affecting private markets – across real assets, private equity, private credit and hedge funds – and where institutional investors can find the most promising investment opportunities.

Is this the time for offense or defense in portfolios?

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss whether investors should be positioning portfolios offensively or defensively to preserve capital against a backdrop of elevated volatility and recession concerns.

A framework for investing in climate technology

David Lebovitz, Global Market Strategist, and Tanya Barnes, Co-Managing Partner of Sustainable Growth Private Equity, discuss the latest trends in sustainable investing, including climate change and how institutional investors should evaluate climate technology companies and solutions. 

Inflation, interest rates and volatility, oh my!

For long-term investors, there are a number of challenges in today's market environment. We take stock of where we are in mid-2022 and where we are headed in the months and years to come.