Capital markets are quite dynamic. Each quarter, we analyze the latest performance figures, macro environment, and financial valuation metrics. Within the macro environment we assess monetary policy, inflationary measures and currency movements. In analyzing financial measures we look at traditional and non-traditional asset classes.
Investors will gain a better perspective on the drivers behind current and future market movements. It will help investors ascertain whether they have the proper strategic policy in place and whether dynamic changes are necessary to the long term strategy.
Investors who have a fiduciary responsibility in managing portfolios including - Endowments, Foundations, Retirement Plans (DB & DC), Operating Assets, High Net Worth portfolios.
Anthony Brown, US Director of Strategic Research
Jay Love, Partner