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Equity
 
Apr 2017
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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 with a 5.8% gain year to date. Political uncertainty in Europe weighed on investors’ minds, particularly over the...

 
Apr 2017
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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 spirits” dynamic remained intact. Despite escalating European political risk and uncertainty surrounding US...

 
Apr 2017
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Webcast

Growth outliers, creative disruption, and coiled springs: 3 themes for a post-...

Authors: Michael Masdea, ...

Equity indexes are unlikely to repeat the strong performance of the past five years. So where can investors looking to boost returns put their active risk budgets to best use? In this webcast, Michael Masdea,...

 
Mar 2017
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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-than-expected victory in the state elections of Uttar Pradesh (UP), returning the party to power after 14 years. UP is...

File under: Emerging markets: Active opportunities span asset classes

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