KnowledgeBank

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Investment insights for our clients

Latest Publications

 

Annual message from our CEO: What's on your reading list?

Author: Brendan J. Swords, CFA

To our clients, To quote Nobel Laureate Bob Dylan, “The times they are a-changin... Read More

 
Jan 2017
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Macro and market

Reweighting portfolios for a reflating world

Author: Nanette Abuhoff Jacobson

In 2017, I expect politics and policy will again play a major role in driving markets and... Read More

 
Jan 2017
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Portfolio policy

Getting real: Eight reasons why we're bullish on real assets

Authors: David Chang, CFA, ...

After a period of prolonged underperformance, real assets broadly outperformed during... Read More

 
Jan 2017
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Macro and market

Global Economic Outlook: The global reflation theme is intact

Author: Robert Scherfke, PhD

We expect stronger global growth and higher inflation in 2017. The developed market macro... Read More

 
Jan 2017
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Macro and market

Financial Market Review: Fourth quarter 2016

Author: Samuel A. Sanom, CFA

Global equities (+4.2%) climbed for the third consecutive quarter, ending 2016 with a 9.7... Read More

 
Jan 2017
|
Macro and market

Global ESG Research Update: Improved corporate disclosure gains momentum

Authors: Carolina San Martin, CFA, ...

Improved corporate disclosure gains momentum While many companies are enhancing their... Read More

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Themes

Stars aligning over Japan

For the first time in years, Japanese micro, macro and political conditions seem to be improving... Read more