Investment Management

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2020 Investment Outlook: More Questions Than Answers
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For investors, it's helpful to consider the forces that could impact the markets. Taking some time at the beginning of the year to pause, reflect on the past, and consider carefully how it informs you about the future is a valuable exercise. It allows you to thoughtfully consider the environment you are entering and explore some of the opportunities and challenges that may drive the market's narrative in the coming year. In 2020, there are three things worth watching above all others.

Is Direct Indexing Coming for the ETF?
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Direct indexing is gaining in popularity among investors. Is it poised to disrupt the ETF industry? Bloomberg turned to the veteran industry leaders to find out. Parametric’s CEO, Brian Langstraat, joined the Trillions podcast to discuss the origins of direct indexing, how it works, which investors it makes sense for, the benefits it can confer, and why, despite industry murmurs, it may not be the “ETF killer” some think it is.

Antidote for Expensive Markets
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Most analysts agree that the US. equity and fixed income markets are over-priced and many other areas of developed markets are no better. Some advocate moving to cash, but are there more attractive alternatives? In this webinar, we discussed several current investment opportunities and the nature of these cyclical, secular, and technical investment opportunities, including Chinese A-Shares, Greece, and Saudi Arabia.

Maximizing Tax Benefits Through Charitable Giving
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Is there a better way for investors to donate to charity? Learn how to maximize a portfolio’s tax benefits—and increase the size of the gift—through charitable giving.

Investing and Politics
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Americans frequently view economic conditions through a political lens. However, markets are driven by fundamentals over long periods of time, not politicians. Investors should be cautious about letting their political biases impact their investment decisions. Modifying investment portfolios based on political views can be hazardous to returns.

Macroeconomic Update: Navigating the Global Markets
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Jean Joseph, Managing Director of Owl Rock Capital Partners, discussed the status of the global markets in the context of the credit cycle and some signs pointing to a need for caution in today’s market. Mr. Joseph delved into the credit markets specifically, identifying some unique characteristics of the rally that support his firm’s more cautious view. He concluded with areas of opportunity in today’s challenging macro environment.