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Investment insights for our clients

Latest Publications

 
Mar 2017
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Macro and market

With uncertainty so high, why is market volatility so low?

Authors: Sunil Kapadia, ...

The outlook for economies and investment markets worldwide seems unusually uncertain amid... Read More

 
Mar 2017
|
Geopolitical

Modi's latest victory should be positive for India

Authors: Niraj Bhagwat, CA, ...

Indian Prime Minister Narendra Modi’s Bharatiya Janata Party (BJP) won a stronger-... Read More

 

Emerging resiliency: a closer look at attractive opportunities in EMs

Authors: Jamie Rice, CFA, ...

Following the US presidential election in November, emerging market (EM) equities swooned... Read More

 
Mar 2017
|
Macro and market

A framework for thinking about rising inflation: Think Function, Not Form

Author: Nanette Abuhoff Jacobson

Think Function, Not Form (TFNF) is an asset allocation framework I use to help me... Read More

 
W_lock

The renewed case for absolute return fixed income: from challenges to...

Authors: Paul Skinner, ...

Absolute return fixed income strategies, designed to be opportunistic and capable of... Read More

 
Mar 2017
|
Macro and market

Monthly Market Snapshot: February 2017

Author: Samuel A. Sanom, CFA

Equities Global equities (+3.0%) rallied for the fourth consecutive month, ending... Read More

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Themes

Emerging markets: Active opportunities span asset...

Our investors offer their views on EM equity and debt markets and provide 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