Private Investors

The mutual fund industry has grown tremendously in both size and complexity during the past 30 years. The variety of mutual fund structures and products has expanded, along with the diversity of investors.

As investors search for attractive risk-adjusted returns in challenging markets, they increasingly view sub-investment grade credit as an important component of a globally diversified fixed income portfolio.

While the impact investing industry is still in an early stage of development, it is poised for growth. One of the chief barriers to industry advancement remains a paucity of robust research on financial performance.

Two years ago, India was an unhappy member of Morgan Stanley’s “Fragile Five,” a handful of emerging economies judged most vulnerable to tighter Federal Reserve policy and rising global bond yields.

There exists this notion that over 70 percent of outstanding municipal securities are held by individual investors through mutual funds or individual holdings.

Greek voters sent a clear message by voting “no” to European creditor proposals.

Wealthy American investors should welcome a rational conversation on the real benefit of gold as foreigners understand, particularly in China, Asia, the Mideast, Russia and most of the developing world. Gold is beautifully uncorrelated to the dollar.

Global technological advances could signal the dawn of a robot revolution as automated mobile machines move beyond the factory floor into our everyday lives. This white paper discusses the financial and social benefits advanced robotics could bring to the global economy. 

Impact investments can be made in all corners of the world, in frontier and emerging markets, developed economies and our local neighborhoods.