Featured Insights


Chart of the Week

EM STOCKS: ROOM TO MOVE

Source: Bloomberg, 9/30/17. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment. 

EM Stocks: Room to Move

Chart of the Week

Market Snapshot

U.S. growth: Mixed signals

The Fed looked toward a December hike as a more varied picture emerged; Catalonia chose to pause; China prepared for its 5-year People's Congress


Featured Insights

Market Snapshot
Oct 20
Market Snapshot

U.S., Europe, China: Hunting the Grey Rhino

October 20, 2017

Trade negotiators and leaders in North America, Europe and China work to support global growth and avoid the potential for damage from looming, hard-to-track threats.

Market Outlook
Oct 18
Market Outlook

Mid-Week Bond Update

Copper Party

October 18, 2017

Global bond markets welcomed yet another disappointing inflation reading in the US, which pushed global bond yields and inflation expectations lower. European sovereigns were also supported by comments from European Central Bank (ECB) president Mario Draghi, who said that the ECB should be patient and...

Market Outlook
Oct 17
Market Outlook

Market overview

Poised to Lead: Small Caps with Global Exposure

October 17, 2017

Smaller companies in cyclical sectors that do business abroad -- or with other U.S. firms that have global exposure -- could be well positioned to benefit from improving global growth.

Market Snapshot
Oct 13
Market Snapshot

U.S. growth: Mixed signals

October 13, 2017

The Fed looked toward a December hike as a more varied picture emerged; Catalonia chose to pause; China prepared for its 5-year People's Congress

Investment Insights
Oct 12
Investment Insights

Global Emerging Markets

Through the ESG Lens

October 12, 2017

While the particular issues may vary, the rationale for conducting ESG analysis in emerging markets is no different from that in developed markets.

Market Outlook
Oct 11
Market Outlook

Mid-Week Bond Update

Rich outlook, poor politics

October 11, 2017

Corporate bond markets added another week of gains, supported by rising US wage data, improved industrial and manufacturing output in Germany and the UK, and an upgrade of this year’s global economic growth forecast by the International Monetary Fund. That is as far as the good news went: partially...

Investment Insights
Oct 11
Investment Insights

Around the Curve

High Yield: Low-hanging Fruit?

October 11, 2017

The reach for yield may be tempting, but now is not the time to be going for broke when investing for income across both sovereign and credit assets. Instead, we believe waiting for the right opportunities is warranted in the current investment climate.

Market Snapshot
Oct 06
Market Snapshot

The Fed wins one: U.S. wages

October 06, 2017

Despite the hurricanes’ destruction, employment figures from September supported Fed Chair Yellen’s faith in wage growth; Germany and the “Jamaica” option; the Bank of England sets a hard deadline for Brexit; China and the World Bank agree on shadow banking.

Market Outlook
Oct 04
Market Outlook

Mid-Week Bond Update

Loanly week

October 04, 2017

The global sovereign bond sell-off continued for a fourth week, this time triggered by renewed plans by US president Trump to introduce big tax cuts. Only the most economically-sensitive and equity-like fixed income sectors, such as bank loans and High Yield, posted gains, while leading US equity indices reached yet another record. Also showing improved confidence, US leveraged loan issuance in September was...

Investment Insights
Oct 04
Investment Insights

International stocks

Active Managers and the Global Economy

October 04, 2017

Positioning portfolios to anticipate potential shifts in market leadership is a key way active equity managers add value -- and one that's especially relevant in non-U.S. markets.

15/237
Top

All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s webpage for specific details regarding investment objective, risks associated with hedge funds, alternative investments and other risks, performance and other important information. Review this information carefully before you make any investment decision.