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Multi-asset
 
Aug 2017
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Geopolitical

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

Author: Nanette Abuhoff Jacobson

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%,...

 
Aug 2017
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Macro and market

The new case for emerging markets

Author: Nanette Abuhoff Jacobson

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...

File under: Emerging markets: Active opportunities span asset classes

 
Jul 2017
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Macro and market

Financial Market Review: Second quarter 2017

Author: Samuel A. Sanom, CFA

Global equities (+3.3%) rallied for the fifth consecutive quarter, ending the first half of the year with a 9.3% gain. Despite heightened geopolitical risk and European political uncertainty, risk assets...

 
Jul 2017
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Macro and market

Monthly Market Snapshot: June 2017

Author: Samuel A. Sanom, CFA

Equities Global equities (+0.2%) rose for the eighth consecutive month, ending June with a 9.3% gain year to date. Global monetary policy was back in the spotlight. Hawkish comments from the US Federal...

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