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Video: A Global Perspective for Long-Term Equity Investors

Posted by Commonfund on Jan 31, 2020

Topic: Uncategorized

Over the past decade U.S. equities have consistently outperformed international markets, leading many investors to question the role of non-U.S. equities in their portfolio. While the current cycle of U.S. outperformance has certainly been prolonged, it is by no means unprecedented relative to history.

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Video: Year-End Update and 2020 Investment Outlook

Posted by Commonfund on Jan 2, 2020

Topic: Uncategorized

After years of low interest rates, low volatility and rising stock markets, we saw little change in each of these areas in 2019 -- despite the late stage of the economic cycle and an abrupt turn in interest rate policy by the Federal Reserve. Our Outlook, titled "The Song Remains the Same", provides our views on the markets and how to position investment portfolios going forward.

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