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So far Taylor DeLorey has created 198 blog entries.

Q2 2016 Market Recap and Outlook – Multi-Asset

Market Recap: The second quarter began on a positive note as a sense of normalcy returned to global markets and investors seemed to favor fundamentals over central bank decisions. In the U.S., markets continued to stabilize, sustaining a trend witnessed near the end of the first quarter. However, global markets were mixed as investors struggled [...]

2017-04-14T07:14:53-04:00

Q2 2016 Market Recap and Outlook – Income

Market Recap: The second quarter began on a positive note as a sense of normalcy returned to global markets and investors seemed to favor fundamentals over central bank decisions. In the U.S., markets continued to stabilize, sustaining a trend witnessed near the end of the first quarter. However, global markets were mixed as investors struggled [...]

2017-04-14T07:14:53-04:00

May 2016: Portfolio Review & Outlook – Multi-Asset

Global markets were relatively flat in May. In the U.S., markets continued to stabilize, sustaining the trend witnessed in March and April. Foreign markets were mixed during the month as growth continued to slow in China and investors became increasingly concerned with Britain’s potential exit from the European Union (“Brexit”). Commodities were mostly flat for [...]

2017-04-14T07:14:53-04:00

Q1 2016 Market Recap and Outlook – Multi-Asset

Market Recap: The beginning of 2016 was plagued by concerns that the bull market was coming to an end and that the U.S. might be heading toward a recession. Connected with this were concerns surrounding: the U.S. labor market, economic growth in China, continuing volatility in oil prices, and a rising U.S. dollar. As a [...]

2017-04-14T07:14:53-04:00

Windham CIO, Lucas Turton to speak on S&P Dow Jones complimentary webinar, “Redefining a Diversified Real Assets Strategy” on Wednesday, April 13th.

“Investments in real assets have more than tripled in the past 5 years. In volatile markets, real assets offer a unique and efficient approach to portfolio diversification and risk management.” Join S&P DJI for their complimentary webinar to learn about the benefits of a true real assets strategy. To register, click HERE.

2016-08-09T09:55:37-04:00

Mark Kritzman receives honorable mention for his proposal submitted to the MIT Center for Finance and Policy’s contest to better define systemically important financial institutions.

The MIT Center for Finance and Policy hosted its first crowd-sourced contest launched to generate new proposals to specify sets of criteria that regulators should apply to designate a financial institution. “The financial crisis of 2008 brought vastly increased attention by regulators to risk spillovers in the financial sector that could cause systemic problems. As [...]

2016-12-16T13:47:10-05:00

Windham Capital’s CEO Mark Kritzman Wins the Bernstein Fabozzi/Jacobs Levy Outstanding Article Award for 2016.

The Journal of Portfolio Management announced the winners of the 17thAnnual Bernstein Fabozzi/Jacobs Levy Awards for articles contributing to the theory and practice of portfolio management. Mark Kritzman’s co-authored article, The Divergence of High- and –Low-Frequency Estimation: Implications for Performance Measurement was selected as one of three Outstanding Articles by the Journal of Portfolio Management. The article [...]

2016-12-16T13:47:52-05:00

Q4 2015 Market Recap and Outlook

Market Recap: The fourth quarter was marked by the first Fed rate hike since 2008, continued strength of the US Dollar, investor concerns over slowing growth in China, and a gradual decline in volatility across most major asset classes. For the quarter ended 31 December 2015, Domestic and Global Equities delivered positive returns as measured [...]

2016-08-10T15:10:14-04:00

Tom Lydon, Editor of ETF Trends caught up with Lucas Turton, Chief Investment Officer of Windham Capital Management, and Robert Bernstein, Managing Director and Head of Business Development, at the Morningstar ETF Conference that took place in Chicago this past September. In the video, Lucas and Rob discuss the firm’s Multi-Asset Income strategy, which invests beyond the boundaries of a traditional income strategy and has the ability to adjust the exposure of the portfolio pursuing higher yields while managing for capital preservation when markets are unstable and capital appreciation when markets are calm.

Windham “looks at both traditional and non-traditional income sources – areas, where you will be able to achieve the highest constant yield, but also looking at inflation protection. So it’s the combination of how much risk you are willing to take to achieve the yield that you need,” says Rob. Lucas takes a deeper look into [...]

2017-04-14T07:14:53-04:00

Amanda White of Top1000Funds.com discusses the white paper, “The Components of Private Equity Performance: Implications for Portfolio Choice” coauthored by Will Kinlaw, Head of State Street Associates, Mark Kritzman, Chief Executive Officer of Windham Capital Management, and Jason Mao, Vice President of State Street Associates in the recently published article, “‘Asset Class Alpha’, And Sector ETFS’”.

“A large percentage of the outperformance of private equity can be replicated by using sector exchange traded funds, according to new research.” “In a paper, ‘The components of private equity performance: implications for portfolio choice’ published in The Journal of Alternative Investments, the authors show that the sector weights of private equity funds predict the subsequent [...]

2016-12-16T13:48:26-05:00