
February 2017


Asset Allocation
Looking Beyond The Election
Strategy and tactics for asset allocation during the Trump administration.

Newsmakers
Finding Investment Pearls
Using dislocations and drawdown funds, Colin Ambrose, CIO of UJA of New York is seeking alpha in China.

Newsmakers
The Cost of Being Average
Investors are embracing indexing as a cheap guarantee against underperformance—but can they afford to abandon active management?

Newsmakers
A Trigger For Infrastructure Investing
President Trump's plans spur asset owner interest in the category's steady, long-term returns, but investment difficulties remain.

Newsmakers
Learning By Doing
An ambitious privatization program forms part of the reform program for the Greek economy negotiated with the European Institutions and the IMF. How is it being implemented?