Viewpoints

Pension Bridge Annual – Hedge Funds Panel

SECOR’s Philip DiDio addresses hedge fund of funds portfolio construction at the Hedge Funds panel for this year’s Pension Bridge Annual.

Considerations for a Transition to SOFR and other Alternative Rates

Fundamentals Appear to Justify the Current Rise in Interest Rates

While the speed of the recent rate adjustments is concerning, with macro forecasters revising their expectations for 2021 global growth upward,…

SECOR ESG & Corporate Responsibility – “Is a Carbon Offset program right for you?”

SECOR explores the potential benefits of, and considerations for, Carbon Offset programs

Rapid Money Supply Growth / Possible Inflation Implications

SECOR’s Rapid Money Supply Growth / Possible Inflation Implications document featuring Edgar Sullivan

Benchmark Reform and Transition Overview

SECOR’s Benchmark Reform and Transition Overview featuring Parth Purohit

SECOR Asset Management ESG & Corporate Responsibility Annual Report 2020

Are Growth Stocks Really That Expensive? – Part 2

Making Sense of the Stock/Economy Disconnect

Growth Equity vs. Value Equity: Adjusting Price/Earnings for Profitability

See what Bo Brownlee’s viewpoint is on growth equity as he asks, How do current Price-to-Earnings ratios for Growth and Value…

Are Growth Stocks Really That Expensive? – Part 1

See what Bo Brownlee’s viewpoint is on growth stocks, and whether they really are that expensive

Public Equity Market Concentration

SECOR’S Public Equity Market Concentration featuring Bo Brownlee