Investors may prefer speed, but in a market as inefficient as the municipal bond market, it may not be in their best interests to rush the investment process. Data indicates that the cost of a reasonably investment period is low and that the benefit of waiting for attractive new issues is real. Even in the fast-paced world of investing, slow and steady can win the race.
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Family offices are embracing responsible investing in increasing numbers to align investments with values. We explore what’s driving the demand for responsible investing, the range of potential investment approaches, and some initial steps that family offices can take when they’re ready to commit to responsible investing.
Land investments are a living, breathing entity that need attending to. Whether your primary focus is on conservation, wildlife habitat, agriculture enterprises, or a quaint getaway, the land will need to be managed. Here are the top five reasons why hiring a land management company is a worthwhile investment.
As investing has grown increasingly personalized, separately managed accounts (SMA) have become a trusted vehicle for customized solutions to meet a client’s unique objectives. Up to now, when looking for personalized fixed-income solutions, advisors have considered key factors such as income needs, liquidity requirements, investment horizon, credit tolerances, and personal values. However, it’s not about what you earn; it’s about what you keep.
Chinese equities have lagged both emerging market and global equity indices year to date. Recent regulations directed toward education and technology companies have caused Chinese equities to come under pressure. As further regulatory actions appear likely, should investors continue to allocate to Chinese equities?
Near-term inflation concerns have raised investor interest in real assets. While core real estate offers a steady foundation for a diversified real assets portfolio, infrastructure can serve as a high-quality complement that can help protect against inflation and benefit total return.
This year has made it abundantly clear that investing in China carries risk. How will recent regulatory shifts in China affect investment strategy? A diversified approach is the key to spread out exposure.
With the frequency and damage of weather-related events continuing to rise, now is the time for municipal bond investors to assess and mitigate the climate risk. Along with other measures to take, the risk assessment should include whether the municipality has enacted any resiliency plans to combat risks from weather-related events.
There is a growing awareness that investment-grade corporate bond investors can use the same environmental, social, and governance (ESG) metrics popular in equity portfolios. Though in its early stages, this awareness is leading to rapid growth in socially responsible bond investing. By incorporating ESG, bond investors may achieve superior risk mitigation and without sacrificing yield or portfolio returns.
Municipal bonds had a turbulent third quarter. But did the sharp rise in yields (and corresponding drop in prices) cause investors to overreact?