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Investment insights for our clients

Latest Publications

 
Aug 2017
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Macro and market

US debt-ceiling dysfunction: Tail risk for financial markets

Author: Michael Medeiros, CFA

The key question in the debt-ceiling debate is whether a bill to raise the ceiling will... Read More

 
Aug 2017
|
Macro and market

Monthly Market Snapshot: July 2017

Authors: Brett Hinds, ...

Equities Global equities (+1.9%) rose for the ninth consecutive month, ending July with... Read More

 
Aug 2017
|
Geopolitical

5 positives to remember amid North Korea tensions and other event risks

Author: Nanette Abuhoff Jacobson

The summer lull was broken on Thursday and Friday when markets were hit by fears about... Read More

 
Aug 2017
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Macro and market

The new case for emerging markets

Author: Nanette Abuhoff Jacobson

With emerging markets (EM ) having made huge gains year to date, asset owners may be... Read More

 
Jul 2017
|
Macro and market

Fed holds rates steady: We weigh in on likely next steps

Author: Jeremy Forster

The US Federal Reserve’s (Fed’s) Federal Open Market Committee (FOMC)... Read More

 

The long and short of the tech sector: Key trends driving alpha opportunities

Authors: John Averill, CFA, ...

The technology sector is increasingly complex, supply chains are becoming more global,... Read More

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Themes

Emerging markets: active opportunities span asset...

Our investors offer their views on EM equity and debt markets by providing insights on their... Read more

Desire for upside, fear of downside: Can...

Investors face high return hurdles in a low-return environment. Many are also concerned about... Read more