Institutional investors face significant challenges in the future meeting an average 7.6% annual return assumption to fulfill future liabilities. After several...
Read moreInstitutional investors tasked with making long-term capital allocation decisions face many challenges going forward. As the “beta bubble” continues to...
Read moreLearn How Westwood Market Neutral Income Can Bridge the Return Gap
Read moreWhen helping clients plan for retirement, we encourage them to think of it as a journey into the next phase...
Read moreAs many Americans plan their summer vacations, we decided to share the latest thinking from Strategas on what appears to...
Read moreBottom-up Multi-Asset investing can bring something very powerful and unique to a portfolio in...
Learn moreInvestors face challenges on many fronts in today’s environment. Investment returns are usually...
Learn moreInstitutional investors face significant challenges in the future meeting an average 7.6% annual return assumption...
Learn moreLearn How Westwood Market Neutral Income Can Bridge the Return Gap
Learn moreWhen helping clients plan for retirement, we encourage them to think of it as...
Learn moreAs many Americans plan their summer vacations, we decided to share the latest thinking...
Learn moreInstitutional investors tasked with making long-term capital allocation decisions face many challenges going forward....
Learn moreEquifax recently announced a severe security breach that may have exposed private information belonging...
Learn moreThe Current Regime Change in Washington and Focus on Infrastructure Creates a Renewed Opportunity...
Learn moreConsistency of small cap returns across multiple market periods should be a strategic consideration...
Learn moreLearn how global converts have helped investors generate equity-like returns with less risk.
Learn moreMarket imbalances require asset allocators to consider multi-asset strategies that have a strong emphasis...
Learn moreThe first half of 2017 saw several notable changes compared to last year, as growth...
Learn moreComing into 2017, the U.S. equity market was priced nearly to perfection. Large-cap stocks...
Learn moreAccording to Giving USA: The Annual Report on Philanthropy for the Year 2016 (2017), Americans gave...
Learn moreMany of our clients make generous charitable gifts and contribute their time and expertise...
Learn moreWhat is good for investors individually is not necessarily good for investors as a...
Learn moreInvestors loaded up on tech stocks in 1999 when they were all the rage; then...
Learn moreEndow is a powerful word. According to Merriam-Webster, it means “to furnish with an...
Learn moreSince we live in a digital age, it is hard to find an area...
Learn moreWhat does it take to grow wealthy over time? Here is an interesting story...
Learn moreAs we look ahead this new year, Mark Freeman, Chief Investment Officer at Westwood,...
Learn moreSmall caps have historically performed well in rising rate environments, even outpacing large caps.
Learn morePursue a flexible, risk-managed approach for income and capital appreciation. Why It Matters
Learn moreBenchmarks don’t define outcomes. How well do you know what’s inside your...
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The information contained herein represents the views of Westwood Holdings Group, Inc. at a specific point in time and is based on information believed to be reliable. No representation or warranty is made concerning the accuracy or completeness of any data compiled herein. Any statements non-factual in nature constitute only current opinion, which is subject to change. Any statements concerning financial market trends are based on current market conditions, which will fluctuate. Past performance is not indicative of future results. All information provided herein is for informational purposes only and is not intended to be, and should not be interpreted as, an offer, solicitation, or recommendation to buy or sell or otherwise invest in any of the securities/sectors/countries that may be mentioned.
