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Articles by author

 
Nanette Abuhoff Jacobson
Global Investment and Multi-Asset Strategist
Aug 2017
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Geopolitical

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

The summer lull was broken on Thursday and Friday when markets were hit by fears about the escalating rhetoric between US President Trump and North Korean leader Kim Jong Un. Equities were down about 1.5%,... Read More

Aug 2017
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Macro and market

The new case for emerging markets

With emerging markets (EM ) having made huge gains year to date, asset owners may be wondering if it’s too late to invest. I don’t believe it is. Several new developments fortify the case for... Read More

Jun 2017
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Macro and market

Multi-Asset Outlook — New info, new strategies for the second half

It paid to be contrarian in the first half of this year. While equities advanced more than bonds, investor confidence in the “reflation trade” waned amid growing skepticism about the Trump... Read More

Jun 2017
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Macro and market

Catching the turn in Japanese equities

While US and European equities have strongly advanced this year, Japan has been a notable laggard. Despite more attractive valuations, asset owners seem to have given up on Japanese equities, frustrated by... Read More

Correlation and dispersion: Return of the stock picker's market?

Even for the most skilled equity portfolio managers, high correlations and low dispersion can be an unhealthy mix. If returns for individual securities move in the same direction (high correlation) and at a... Read More