Fundamentally speaking: Duration outweighs valuation
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
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Navigating recession risk
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
What would it take for European stocks to outperform the US?
Discover why US stocks consistently outperform their European counterparts in the post-crisis period with a comparitive look at tech & financial sectors.
Euro: No longer floored but flawed?
EURUSD should be rangebound
Funding-led Investment
In the wake of the Global Financial Crisis, all eyes are on dynamic, responsive funding strategies that can deliver long-term goals in a risk-aware way.
Super Mario goes out with a bang
Mario Draghi reacted to the increased economic risks to the economic outlook with a bold package of monetary easing measures.
The Armageddonists!
Armageddonists and the portfolio cost of fear, 2010-2019
Warren Peace
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
1Q19 Earnings: Is the party almost over?
Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.
New Bank of England Governor to be greeted by a change in the fiscal wind
Today the Bank of England’s (BoE) Monetary Policy Committee met, and voted by a majority of 7-2 to keep the policy interest rate at 0.75%.