Our Perspectives

Alpha Trends & New Investment IdeasNorway vs. Yale vs. Canada: Weighing Up Investment Models For The Long Term
They are three of the world's most prominent and innovative sovereign institutions and endowments, and each has a unique approach to long-term investing...read more >>

Risks and Structural Changes in the Global Marketplace Risks and Structural Changes in the Global Marketplace
Siguler Guff's Jim Gereghty identifies some key drivers of the changes taking place in financial markets and explains why these changes may present opportunities as well as risks.....read more >>

Pensions Reform Retirement Reset: Next-Generation DC Solutions with Non-Traditional Components
Adding institutional-quality investment options can help defined contribution plans improve risk-adjusted returns, manage volatility and protect against the effects of inflation....read more >>

Asset Allocation / Diversification

Beta Management Public Pension Woes Make Differentiated Muni Investing Key

Standish senior analyst Mark Stockwell says it is more important than ever to take a differentiated view of the municipal bond market....read more >>

Viewpoints on Current Issues

Global Market Outlook Update on China's Foreign Reserves and FX Policy
This update reviews the deep dive that the People's Bank of China's (POBC) foreign reserve numbers took in August and the potential choices the POBC has in front of it...... more >>

Market Commentary & Insights

Market CommentaryTop-of-the-Cycle US Corporate Balance Sheets Support Credit Spread Stability and Further Equity Valuation Lift
BNY Mellon Chief Global Markets Strategist Jack Malvey and his team explain why they see nothing wrong with record corporate debt and equity valuations....read more >>