KnowledgeBank

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Investment insights for our clients

Latest Publications

 
Apr 2017
|
Macro and market

Global ESG Research Update — Toward best practice in stewardship and governance

Authors: Carolina San Martin, CFA, ...

As fiduciaries for our clients, we are committed to considering issues that may impact... Read More

 
Apr 2017
|
Macro and market

Fixed Income Outlook — Dollar dilemma: Structural overvaluation should trump...

Authors: John Parsons, ...

Our research suggests that the broad US dollar rally is in the process of peaking, though... Read More

 
Apr 2017
|
Macro and market

Global Economic Outlook — How long can this keep going on?

Author: Robert Scherfke, PhD

After emphasizing the global reflation theme throughout the past year, we think this is a... Read More

 

Bank loans: 25 years and growing

Authors: Michael Bacevich, ...

The bank loan market turned 25 years old in January 2017. To mark the occasion, we... Read More

 
Apr 2017
|
Macro and market

Monthly Market Snapshot: March 2017

Author: Samuel A. Sanom, CFA

Equities Global equities (+1.1%) rallied for the fifth consecutive month, ending March... Read More

 
Apr 2017
|
Macro and market

Financial Market Review: First quarter 2017

Author: Samuel A. Sanom, CFA

Global equities (+5.8%) rallied for the fourth consecutive quarter as the “animal... 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