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Service: OCIO Services

Markets Pause as a New COVID Variant Emerges and the Fed Strikes a Hawkish Tone

Key Observations • Global equity markets took a step back in November, with investors favoring safe-haven assets. • Emergence of the new Omicron COVID variant and more hawkish comments by …

    Market Commentary
The Next Chapter in the Active versus Passive Debate

We have completed the sixth iteration of our research study titled “The Next Chapter in the Active versus Passive Management Debate” where we evaluate the persistency of top quartile mutual …

    Asset Allocation | Discretionary/OCIO | Equities | Fixed Income | Investment Manager Research
Private Markets Updates: Growth and New Highs

Key Observations • Q2 2021 registered the second-highest quarterly Private Equity deal activity in a decade. • Overall exit value for Private Equity deals in H1 2021 exceeded the value …

    Private Markets
Summer Rain Feeds the Equity Market

Key Observations • Equity markets largely shrugged off headline risks through the month and posted positive returns. The S&P 500 Index has returned over 20 percent year-to-date. • The Federal …

    Investment Manager Research | Market Commentary
‘Normalcy’ Moves Markets Higher, but Concerns Rise

Key Observations • Many broad market indexes posted positive returns for the month of July with some U.S. indexes hitting all-time highs. • However, recent trends favoring the ‘vaccine trade’ …

    Investment Manager Research | Market Commentary
July 2021 Market Recap

    Market Commentary
2021 Mid-Year Outlook:
Economic recovery, updated vaccine and portfolio considerations

  Key Observations Financial market returns year-to-date coincide closely with the premise of an expanding global economic recovery. Economic momentum and a robust earnings backdrop have fostered uniformly positive global …

    Investment Manager Research | Market Commentary
June 2021 Market Recap

    Market Commentary
Markets Navigate an Evolving Inflation Landscape

Key Observations • Global capital markets generally posted modest gains during May with value stocks outpacing their growth counterparts and international markets topping U.S. stocks. • Declining interest rates and …

    Investment Manager Research | Market Commentary