Assessing the impact and possible evolution of Fed policy
It is time to adopt a more diversified and thoughtful approach that recognizes the importance of valuations and relies less on that most naïve of all assumptions - the prospect of wisdom from Washington.
While U.S. equities still look less expensive than Treasuries and cash, they are not as attractive as they once were. Investors looking for stronger long-term returns may find a better opportunity in European
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
This bulletin discusses the implications of negative interest rate policy
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
We may not be outright US dollar bulls, but fundamentals and quantitative valuation factors both suggest that investors are currently too negative on the currency.
Our 2020 Long-Term Capital Market Assumptions (LTCMAs) present our forecasts for economic growth, inflation and asset returns over the next 10 to 15 years.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Environmental, Social and Governance (ESG) in Emerging Markets