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Home : Where To Find Us : Clearbrook Perspectives
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The Case for Bank Loans August proved to be a challenging month for investors on a confluence of negative news around the world including a slowing in U.S. economic growth, a U.S. debt rating downgrade, and an escalating debt crisis in Europe. The result was a bout of investor risk aversion, and spike in volatility, not seen since the U.S. financial crisis in late 2008/early 2009. |
September, 2011 |
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REIT Market Overview After suffering significantly in the recession of late 2008, the Dow Jones REIT index has recovered, outperforming the S&P 500 and the Dow Jones Industrial Average by a wide margin. REITs have become more popular due to their ability to diversify an investment portfolio, their relative stability, their transparency, their dividends, and their ability to serve as a natural hedge against inflation. |
September, 2011 |
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The U.S. Debt Downgrade and Market Implications On Friday evening, August 5th, Standard & Poor's (S&P) downgraded the U.S. long term debt ratings by one notch from AAA to AA+. The ratings outlook was deemed negative, implying that another downgrade is possible. |
August, 2011 |
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Selecting and Working With Emerging Managers II:
Empirical Analysis In our first paper on emerging managers entitled “Selecting and Working with Emerging Managers,” we identified several benefits that emerging managers could potentially add to a client’s portfolio as well as the unique challenges often associated with emerging managers. |
January, 2011 |
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Hedge Funds as an Equity Surrogate We are all concerned about managing the risks of our portfolios, whether an endowment fund, corporate pension plan or high net worth pool of capital. |
October, 2010 |
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It’s 10pm—Do You Know Where your Risk Is?
A Look At Muni Bonds Continued popularity of the Build America Bonds program (BABs), coupled with low interest rates and a rising tax environment will be the force behind the continued performance of the municipal bond market in the coming years—but there are two prominent risks that could potentially curtail this performance. |
September, 2010 |
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Redefining Governance Structures Often referred to as “Implemented Consulting,” “CIO Outsourcing,” or “Discretionary Consulting,” there has been a recent trend toward redefining governance structures for many large asset pools. |
August, 2010 |
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Revisiting 130/30 Investment Strategies In May 2007, Clearbrook Investment Consulting published an article regarding the emergence of a new investment product—130/30 strategies. |
July, 2010 |
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Target Date Funds: But These Go to 11... Headlines in early 2009 were less than positive for Target Date funds as investors experienced mounting losses during the 2008 financial crisis. |
June, 2010 |
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Revisiting The Yale Model Prior to the financial turmoil of 2008 and 2009, investors had become intrigued with the attractive risk-adjusted returns that were being achieved by many large university endowment programs such as Harvard and Yale. |
March, 2010 |
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Selecting and Working with Emerging Managers The categorization of an investment manager as “emerging” is not without ambiguity, and there are perhaps as many different definitions of “emerging manager” as there are these actual sub-groups of managers. |
February, 2010 |
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Financial Services Reform: Systemic Reform In Question, Investor Protections Assured As we begin 2010, Clearbrook is pleased to introduce Clearbrook Perspectives, the first in a series of monthly commentaries on current economic, financial, investment, regulatory and policy issues of importance and interest to our clients and constituents. |
January, 2010 |
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