Our perspective on global micro event and strategies.
Adam helps lead our team of investment strategists globally. This team’s objective is to help our clients seek better investment outcomes by providing them with portfolio analysis, research, and tailored advice. Adam also invests as the portfolio manager for bespoke multi-manager investment solutions. As a strategist, he develops research on capital market and multi-asset themes, advises clients and prospects on a range of investment policy issues, and implements investment solutions for clients.
Many investors want to be more long-term oriented — and most should be, at least according to longstanding conventional wisdom. But as we found in a recent survey, there are numerous obstacles to consistently maintaining a long-term focus, with market volatility, manager performance, corporate board pressures, and potential career risk topping the list. After all, short-term bouts of underperformance are all but inevitable when pursuing a long-term investment approach (Figure 1).
With all that in mind, I recently tackled three related questions: