Coronavirus, the Markets and Portfolio Positioning

Recent reports of coronavirus (COVID-19) infections spreading throughout South Korea, Iran and Italy demonstrate that successful containment of the virus has not yet been established.  Although COVID-19 has a relatively low mortality rate (2%), it is highly...

Using Private Investments to Offset the Low-Return Decade Ahead

Last month we sent out a piece discussing private investments and their ability to optimize the risk-return equation for client portfolios. This month we continue, in more detail, that discussion on ‘privates’ and why we believe it is a timely...