Chinese Equities Amid Market Uncertainties

Trevor Graham, TIFF’s Managing Director – Equity-Oriented Strategies, is cited in the December 14, 2022 issue of Fin News. The article discusses the various factors contributing to institutions reevaluating their exposure to Chinese equities and TIFF’s viewpoint on the issue.

Read the article: Institutions Reevaluating Exposure To Chinese Equities Amid Market Uncertainties 

Stocks Finish Higher in Quiet Session

Jay Willoughby, TIFF’s CIO, is cited in the November 22, 2022 issue of The Wall Street Journal. Jay discussed market volatility, home prices, and the Fed’s efforts to cool inflation.

Read the full article: Stocks Finish Higher in Quiet Session

Are Investors Back to Bonds?

Are investors back to bonds? It’s been a historically bad year for the bond markets. But with valuations in the tank thanks to the Fed’s interest rate hikes, and new securities becoming available at attractive yields, investors may finally be ready to test the fixed-income waters again.

Trevor Graham, Managing Director – Equity-Oriented Strategies at TIFF Investment Management, an outsourced chief investment officer firm, said the team is considering allocating more capital to the bond market as rate hikes continue — a reversal of the firm’s investment strategy from just a few months ago. In June, TIFF replaced some of its fixed-income allocation with hedge funds whose mandate is similar.

Read the full article: When Bonds Stopped Doing Their Job, Investors Searched for Alternatives. Now the Pendulum Is Swinging Back

Three Lessons That Made Us Better Investors

Over the course of our careers, we’ve learned some important lessons that professors didn’t teach us in economics or finance classes. We believe it is useful to discuss three of these ideas that we wish we had understood on our first days on the job. In our new white paper, “Three Ideas I Wish I Had Understood From The Start: Lessons That Have Made Us Better Investors”, we examine:

  • The importance of creativity and how it is often unappreciated
  • Why being open-minded is more important than being smart
  • Why a steady temperament might be the most important characteristic of all
TIFF Asks Whether It’s Time to Invest in Floundering Growth Stocks

“Being down this much in this short period of time — that gets our attention,” says Trevor Graham, head of equities.

Value investing may be back, but TIFF Investment Management, a firm that provides outsourced chief investment officer services, is already reconsidering growth investments.

“We’re now looking at deeply-out-of-favor areas of growth,” said Trevor Graham, head of equities.

Read the full article, Institutional Investor: TIFF Asks Whether It’s Time to Invest in Floundering Growth Stocks