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Equity Active management Growth Portfolio construction Volatility Digital transformation Asia advised retail USA Article
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Driving growth with quality controls in uncertain markets
Equity Portfolio Manager John Boselli and Investment Director Philip Brooks share their thoughts on where investors can find “quality-driven” growth potential in today's uncertain environment.
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John Boselli, CFA

Philip Brooks, CFA

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Article
2023-10-31
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Monetary policy Interest rates Inflation Economic cycle Portfolio strategy Equity Fixed income Multi-asset USA Quick Take
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The Fed wants to crush inflation, but at what cost?
Following a higher-than-expected inflation print and the Fed's latest rate hike, Global Investment Strategist Nanette Abuhoff Jacobson considers potential implications for fixed income and equities.
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Nanette Abuhoff Jacobson

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Quick Take
2022-12-31
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Top of Mind Inflation Asset allocation Monetary policy Multi-asset USA Article
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Will the Fed send the US economy into a recession?
Multi-Asset Strategist Adam Berger and US Macro Strategist Juhi Dhawan consider the broad impact of Fed rate hikes and how asset allocators should respond.
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Adam Berger, CFA

Juhi Dhawan, PhD

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Article
2023-07-31
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Credit Economic cycle Interest rates Monetary policy Government bonds USA Quick Take
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Credit investing against a slower-growth, higher-inflation backdrop
The significant flattening of the US Treasury yield curve in recent months has some prognosticators calling for an impending US recession. Not so fast, says Fixed Income Portfolio Manager Rob Burn.
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Rob Burn, CFA

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Quick Take
2022-07-31
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Inflation Interest rates USA Quick Take
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Fed watch 2022: Year of the hawk?
With inflation on the rise and all eyes seemingly on the Fed these days, Fixed Income Portfolio Manager Jeremy Forster shares his takeaways from the Federal Open Market Committee (FOMC)'s December 2021 meeting.
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Jeremy Forster

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Quick Take
2022-07-29
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Inflation Interest rates Fixed income USA Quick Take
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Five reasons to think US inflation has staying power
After a lengthy absence, inflation has finally returned to the US, but for how long depends on who you ask. Fixed Income Portfolio Manager Brij Khurana offers his view on why US inflation may prove to be more enduring than many observers think.
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Brij Khurana

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Quick Take
2021-11-30
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USA Fixed income Macro and market Inflation Article
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No way out? Why the Fed may be trapped
Shifting inflation dynamics could box the Fed into a corner and test its resolve going forward. Fixed Income Portfolio Manager Brij Khurana takes a closer look and considers the investment implications.
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Brij Khurana

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Article
2021-12-31
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