by ivm_wpadmin | May 10, 2020
THE SPREAD BETWEEN US MARKET CAPITALIZATION AND BOOK VALUE IS NEAR AN ALL-TIME HIGHA DROP IN BOOK VALUE (TOTAL ASSETS LESS LIABILITIES) IS EXPECTED DUE TO THE ECONOMIC IMPACT OF COVID-19US STOCK MARKET IS OVERVALUED BY THIS MEASURE WHILE OTHER EQUITY MARKETS ARE...
by ivm_wpadmin | Apr 23, 2020
In the first quarter of 2020, the MSCI AC World index was down 21.3%. We have to go back to the fourth quarter of 2008, the heart of the US subprime mortgage crisis, to find as significant of a drawdown over a quarter (-22.3%). Since 2008, investors have only...
by ivm_wpadmin | Mar 9, 2020
For years, investment management marketing was driven by relationships. Who had the biggest rolodex? Who worked at the most well-connected firms? Those were the prerequisites for investment management marketing success. The relationship drove consultants and...
by ivm_wpadmin | Mar 5, 2020
As everyone knows asset allocation decisions have a significant impact on an investment portfolio’s performance (against peers and its benchmark). We reviewed the average asset allocation and performance over five years, through December 2019, for each plan within...
by ivm_wpadmin | Mar 4, 2020
The global spread of COVID-19 has pushed equity markets into correction territory. What does this mean for investors and what can we expect from here? In this FTAdvisers.com article, our Chief Commercial Officer, Damian Handzy, writes about potential market impacts of...
