Good reads: Books we're enjoying
Authors: Divya Balakrishnan, CFA, ...
We asked some of our investment professionals about thought-provoking books they have been reading. Alexander Hamilton By Ron Chernow “While the book is a historical biography,... Read More
Global high yield: Strategic strengths, expanding opportunities
Authors: Christopher Jones, CFA, ...
Global high yield offers not only potential income enhancement, but also possible value as an equity substitute and portfolio diversifier. The sector has historically delivered returns comparable to equities... Read More
Insiders out: Why index owners may be getting less of the "good stuff"
Author: Mark Whitaker, CFA
Owner-operated businesses of all sizes, including well-known companies run by household names, are intentionally underrepresented in traditional US equity indexes. The widely used S&P, Russell, and MSCI US... Read More
Global Economic Outlook — The reflation theme takes a breather
Author: Robert Scherfke, PhD
Following a resurgent reflation theme last year, nominal growth expectations have been scaled back somewhat in recent months. Hopes for stimulative US policies in the wake of Donald Trump’s victory have... Read More
Global ESG Research Update — A new era for carbon risk assessment and disclosure
Authors: Carolina San Martin, CFA, ...
With climate change implications increasingly becoming an area of focus for investors, environmental issues took the spotlight this voting season — especially in the US, where several shareholder... Read More
