Episode 1 In this episode we cover our macro-economic outlook, delve into public and private equities, the impact of higher inflation and interest rates on fixed income and credit strategies, as well...
At the 25th annual Commonfund Forum, in Boca Raton, Florida, we hosted a distinguished panel of CIOs who shared their perspectives on portfolio management. They discussed their best investment ideas,...
Key Takeaways As widely anticipated, Russia invaded Ukraine on Thursday, February 24th, causing volatility to spike across the capital markets globally. By the closing bell in the U.S., however,...
ESG and environmentally sustainable investment are increasingly capturing the attention of the institutional investment community. To assess the state of ESG and sustainable investing and how they...
Oil prices declined over 21 percent on March 9, 2020, the largest single-day decline since January 1991 during the Gulf War[1]. There was optimism prior to the OPEC (Organization of Petroleum...
Institutional investors overseeing long-term pools of capital typically define their strategic asset allocation with specific targets and bands or ranges around those targets, which allow for...
The biggest challenge in implementing any type of responsible investment program is in clearly defining and prioritizing those issues most relevant to an organization. Although it may seem a...
Commonfund OCIO Point of View