KnowledgeBank

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Investment insights for our clients

Latest Publications

 

Vital signs: Long/short opportunities in the health care sector

Authors: Jean Hynes, CFA, ...

Structural changes in health care are creating myriad opportunities for long/short... Read More

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Nov 2017
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Collection
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Investment Stepping Stones

Author: Adam Berger, CFA

Ideas to help narrow the return gap Today, institutional investors find themselves... Read More

 
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Oct 2017
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Portfolio policy
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Evolve your tactical asset allocation by redefining TAA

Authors: Mark Lynch, ...

Tactical asset allocation (TAA ) strategies have long sought to deliver equity-like... Read More

 

Long/short investing in financials: Tapping into an industry renaissance

Authors: Andrew Heiskell, ...

Over the last 20 years, the financial sector has been among the most volatile within... Read More

 
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Staying power: Tapping the value of unconventional stability

Author: Dan Pozen

Low fixed income yields and the desire for safety continue to draw many investors to blue... Read More

 
Oct 2017
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Macro and market

Monthly Market Snapshot: September 2017

Authors: Brett Hinds, ...

Equities Global equities (+2.1%) posted positive results for the eleventh consecutive... Read More

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Themes

Constructive thinking on active allocations

Many of our clients are contemplating how best to apply the tools of active management — from... Read more

Emerging markets: Active opportunities span asset...

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