Category: Sleeve Management
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Market Structure Changes
Passive investments such as exchange-traded funds allow investors to “buy-and-hold” positions in vehicles that offer lower fees and track the performance of specific markets or indices. Passive investment vehicles have grown in popularity over the past several decades, but some market observers have expressed concerns that they now have an outsized impact on volatility and…
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GRIFFIN INSTITUTIONAL ACCESS REAL ESTATE FUND ANNOUNCES FIRST QUARTER DISTRIBUTION
El Segundo, California (March 22, 2019) – Griffin Capital Company, LLC announced today on behalf of Griffin Institutional Access Real Estate Fund (NASDAQ: GIREX, GCREX, GRIFX, GLREX, GMREX) the first quarter distribution of $0.359 for Class A, $0.350 for Class C, $0.363 for Class I, $0.358 for Class L, and $0.355 for Class M, or a…
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MARKET RESILIENCE: STRENGTH IN NUMBERS
Concerns about where the financial markets are heading are at the forefront of many investors’ minds. The risks of a US or global recession this year continue to persist amid slowing global growth, trade tensions and worries about potential geopolitical shocks. Recognizing uncertainties, central banks globally—including the US Federal Reserve—have turned a bit more dovish,…
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DIAMOND HILL DEMONSTRATES FIXED INCOME EDGE
Columbus, OH – March 18, 2019 – Diamond Hill announced today that the firm’s High Yield Fund (DHHIX) received a 5-star Morningstar Rating1 and that its Corporate Credit Fund (DSIYX) has been awarded the 2019 Lipper Fund Award for best high yield fund for the 5-year period ending November 30, 2018, recognizing the Fund’s consistently strong risk-adjusted returns against its…
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Opportunity Zones – Frequently Asked Questions
FEBRUARY 26, 2019 DOWNLOAD FAQ Q. What is an Opportunity Zone? An Opportunity Zone is an economically distressed community selected for revitalization and redevelopment by the Opportunity Zone program. The aim of the program is to stimulate private investment into disadvantaged areas that have otherwise been unable to attract investment by offering investors significant tax…
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Market Update
We invite you to join our 30-minute monthly webinar series presented by ARK’s Chief Investment Officer, Catherine D. Wood, and her teams of thematic analysts. The webinar offers a Q&A-based discussion on recent market developments, macro economics, and thematic investing in disruptive innovation. For the link, click here.
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A dovish Fed drives Treasury yields lower
Bill Martin Head of Global Fixed Income John V. Miller Head of Nuveen Municipals U.S. Treasury yields declined sharply last week, led by 5-year maturities. Dovish comments from the Federal Reserve (Fed) fueled a move lower on Wednesday. Risk-off sentiment continued on Friday due to disappointing economic data out of Europe. The spread between the…
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The Unused Voice
I have written about and speak often of the role that forward-looking individuals and families play in the life and prosperity of cities across North America. Many of these individuals are remarkable in the modesty with which they live. They are influential and affluent far beyond their appearance and demeanor, a humility we must claw…
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Treasury yields decline; markets await the Fed
U.S. Treasury rates declined modestly last week, led by 10-year maturities and followed by 5- and 2- year yields. Markets focused on deteriorating Brexit negotiations and mixed U.S. economic data. Markets expect no policy changes when the U.S. Federal Reserve (Fed) meets this week. [Like what you’re reading? Sign up here for Nuveen’s weekly market insights…
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Why Invest Now? A Tale of Three Investors
Written on 13 March 2019. Posted in Behavioral Advisor PDF Download “Now’s not a good time to invest,” or “I’m waiting for the right conditions” are familiar refrains we hear from investors and advisors alike. Fortunately for long-term investors who don’t take regular withdrawals from their portfolios, the sequence of returns doesn’t affect the ultimate…
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Hilton Capital examines market structure changes and economic activity
I hope you have been having a pleasant and productive March. As we head into spring, I wanted to keep you updated on what’s been happening at Hilton Capital Management. The Hilton Team Reviews the Economic Outlook for 2019 The investment professionals at Hilton Capital evaluate key market performance metrics and share insights into what could lie ahead for…
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GRIFFIN INSTITUTIONAL ACCESS REAL ESTATE FUND SURPASSES $3 BILLION IN ASSETS UNDER MANAGEMENT
El Segundo, Calif. (March 6, 2019) – Griffin Capital Company, LLC (“Griffin Capital”), a leading private investment firm, today announced Griffin Institutional Access Real Estate Fund (the “Fund”) surpassed $3 billion in assets under management, less than five years since its inception on June 30, 2014. “We attribute our success to our ability to deliver on…