Portfolio Management


SEPTEMBER 2019

Investing in International Equities: What's the Point?

Erick Rawlings, Managing Director, Research, discusses the rise of positive returns in US equity markets compared to foreign equities. This led Erick and the Athena Research team to investigate whether the asset class is due for a rebound, or, if investing abroad is fruitless, given the diminished correlations benefit.

JULY 2019

ESG and Impact Investing: Q2 2019 News Highlights

Bill McCalpin, managing partner, impact investments, provides an overview of the latest news coming out of the impact investing industry. This quarter's roundup highlights the hedge fund community's adoption of ESG investing, growth of impact funds and robo-advisers, and female representation in hedge funds.

JULY 2019

Collateralized Loan Obligations Flourish: A Case of Déjà Vu

The alphabet soup associated with the Global Financial Crisis has resurfaced as CLOs and CDOs once again make headlines. Since 2008, mortgage securitization has crawled to a halt--with the exception of the highest quality government-backed loans. Securitization has flourished in corporate debt markets, however, with record issuance of Collateralized Loan Obligations (CLOs) causing déjà vu.

JULY 2019

Takeaways from the Aspen Ideas Festival: American Renewal, Part I

Doug Cohen, managing director, portfolio management, attended the 2019 Aspen Ideas Festival. In this first series of synopses, Doug shares key observations and takeaways from sessions covering political innovation to save our democracy, Valerie Jarrett’s recently published memoir, and the republican party in the age of Trump.

JULY 2019

Takeaways from the Aspen Ideas Festival: American Renewal, Part II

Doug Cohen, managing director, portfolio management, shares insights from the Aspen Ideas Festival, from a path forward on economic policy to how Gens X, Y, and Z will shake up our politics.
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