How Do the Rich Get Richer? It’s Probably Not From Chasing Performance.
The world’s richest are getting richer. In fact, the top 1% in terms of wealth ownership are well on track to control two-thirds of the world’s wealth by 2030, as reported by the House of Commons library, a research arm of the UK’s parliament.12
In light of this growing inequality, is there a way to open up the playbook to all?
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The Midterm Results Are In, but What Do They Mean for Markets?
Going into yesterday’s midterm elections, our base case scenario was that Democrats would take the House while Republicans would retain the Senate. That has come to fruition, and has had an initially supportive effect on markets, with US stocks and bonds supported and the dollar weaker.
Late Cycle Investing Part 4: Strategies for improving potential outcomes
We maintain a risk-on stance in U.S. equities, as the near-term risk of a recession remains low. Investors with a cautious outlook can take steps to improve outcomes at the end of the market cycle.
Late Cycle Investing Part 3: Diversifying fixed income portfolios
This year has provided a wake-up call to fixed income investors that, yes, interest rates can rise and they can rise quickly. While the sharp increase in Treasury yields dented total returns on diversified fixed income portfolios, we believe it will still be possible to earn good returns over the next few years.