Apr 2014 | Viewpoint
Bridging the active/passive divide: A risk-based perspective
Members of our Investments and Risk Management Group share their latest research on high active-share equity strategies and the case for combining them with passive low-volatility approaches. Read more
Apr 2014 | Postcard
Fed policy: More hawkish, more dovish, or unchanged?
The author, who was on the staff of the New York Fed for several years, offers his perspective on how the Fed will react to signs of strengthening in the US economy. Read more
Apr 2014 | Viewpoint
Against the grain: Practical approaches to contrarian investing
We discuss frameworks and potential long-term benefits of contrarian approaches, as well as recent contrarian opportunities. Read more
Apr 2014 | Viewpoint
The mispricing of inflation risk
Falling inflation in recent years has led to complacency among investors that low inflation will persist. We think inflation pressure is building; however, inflation-sensitive assets appear... Read more
Apr 2014 | Market update
Asia-Pacific Asset Allocation Outlook: Reassessment or realignment
Markets have disappointed consensus positioning this year as bonds have beaten equities and some emerging markets have revived. We explore whether it is time to reassess or stay the course. Read more
