Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
As the U.S. becomes entirely self-sufficient and even begins to become a net exporter of oil, it is likely to keep a lid on oil prices in the long-term.
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
Eye on the Market: The Verdict
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
Assessing the impact and possible evolution of Fed policy
Top questions on the minds of investors. See what your peers are asking and read answers from our team of Global Market Strategists.