Head of beta research at RogersCasey, Cynthia Steer, contemplates the current investment horizon expressing fear that governance at the institutional level may have not changed swiftly enough to prepare for the new environment. In this paper "Warm-ups and Beyond: Survival lessons for 2010" she outlines some of the more profound macroeconomic themes which she believes are going to impact returns, asset classes, and institutions.

top100funds.com , February 2010