Featured Insights


Chart of the Week

UNCONSTRAINED FIXED INCOME: MUCH APPRECIATED

Source: Bloomberg, as of 10/9/2017. 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. 

 

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

Investment Insights
Oct 13
Investment Insights

Five reasons why EM leads the tech revolution

October 13, 2017

Rather than catching up, emerging markets are now taking the lead in many different areas of technology. With plenty of untapped growth left, and the highest-quality firms widening their competitive moats, this area may present some of the most attractive long-term investment opportunities.

Investment Insights
Oct 13
Investment Insights

International Equities

Emerging Markets Investing: Are You Getting All the Benefits?

October 13, 2017

A passive approach to emerging markets gives investors a 56% weighting to three countries. James Norman makes the case for a more diversified approach.

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 Outlook
Oct 09
Market Outlook

U.S. Stocks

Room to Run, but Watch the Fed

October 09, 2017

The global economy has been firing on all cylinders, stocks have soared, and recessionary risks remain minimal. But could the Fed's plans to shrink its balance sheet spoil the party?

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...

Market Snapshot
Sep 29
Market Snapshot

Japan’s Snap Decision

September 29, 2017

Prime Minister Abe called a snap election as Japan’s economy improves; the disconnect between jobs and inflation continues to vex central bankers on both sides of the Atlantic.

Market Outlook
Sep 27
Market Outlook

Mid-Week Bond Update

Politics takes centre stage

September 27, 2017

From Berlin to Pyongyang, via Istanbul, Tokyo and Barcelona, political uncertainty came back to dominate global bond markets, pushing up demand for both traditional safe-havens and growth-sensitive asset classes. US Non-Agency Mortgage-Backed Securities and corporate bonds gained on...

16/233
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.