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In The Media
Quote by Loren Asmus, CFA, CAIA
May 2021
Talking Biz News
Loren Asmus, CFA, CAIA, Vice President, Investment Research at Canterbury Consulting shared insights on ESG investments with Talking Biz News Deputy Editor Erica Thompson: "​ESG interest from both current and prospective clients is increasing. Clients are interested in ESG from several different perspectives, including…
In The Media
Quote by Loren Asmus, CFA, CAIA
April 2021
Reuters
Record demand to invest in sustainable investment funds saw the sector’s total assets rise 19% to a fresh high of nearly $2 trillion in the first quarter, data from industry tracker Morningstar showed. The surge in interest marked the fourth quarter in a row that the sector’s assets have hit a record high, amid growing…
In The Media
Quote by Loren Asmus, CFA, CAIA
July 2020
U.S. News & World Report
The midstream sector supports the oil and gas industry's infrastructure needs and can increase diversification in a retirement portfolio since it generates higher yields. Investors typically invest in large integrated exploration and production names from the energy sector, as well as utility companies for additional i…
In The Media
Quote by Matthew Lui, CFA, CAIA and Loren Asmus, CFA, CAIA
June 2020
Citywire
To musicians Matt Lui and Loren Asmus, picking a manager is a lot like writing and performing a song. The writer uses logic and structure to write the notes, then the players work together, harmonizing with the band to bring emotion to the music and create something beyond the paper. And to these two investment researc…



Blog

Oct
2021
By Loren Asmus, CFA, CAIA
The private credit asset class has grown immensely since the Great Financial Crisis (GFC). In Part I of this blog series, we discuss the recent evolution of the lending market, define the below investment-grade (IG) universe and outline direct lending, which is a core component of private credit.

Oct
2020
By Loren Asmus, CFA, CAIA and Matthew Lui, CFA, CAIA
The 60/40 portfolio of stocks and bonds is a simple idea. Put 60% of your money in stocks, which provide growth. Invest the remaining 40% in bonds, which provide downside protection. For many years, investors have been using this mix, or a variant of it, when building portfolios. It has performed admirably, producin…

Jul
2020
By Loren Asmus, CFA, CAIA
As the world digested the severe health and economic impact of COVID-19 in March of 2020, markets experienced a dramatic drawdown that has not been witnessed since the Great Financial Crisis. In particular, a brief run on liquidity created large technical dislocations in fixed income and credit segments, and market par…

Jun
2020
By Loren Asmus, CFA, CAIA
In the third part of our three-part series on ESG, we will focus on impact investing and how it can be implemented across client portfolios. Impact investing is an approach that seeks specific outcomes for ESG-related issues. The segment focuses on intentionality of investments and seeks to measure the impact of desire…