Featured Investment Insights
Central Bank Watch
The US Federal Reserve (Fed) lifted interest rates, as expected, and committed to 2 more hikes later this year. The move signals the central bank's resolve to...
Brexit and Article 50
The triggering by the UK of the European Union's Article 50 today formally signals the UK’s intention to seek a divorce and allows exit negotiations to begin in earnest. What does this means for British companies and the risks and opportunities that may arise from ‘Brexit’?
After the political tsunamis of 2016—with the unexpected decisions by the British to leave the EU, and the Americans to elect Donald Trump president—the political nexus in 2017 shifts to the eurozone. The coming months herald parliamentary and presidential elections in the Netherlands, France and Germany—all founding members of what became the EU—and all vulnerable to the rising populist tide. The immediate focus is on...
Mid-Week Bond Update
A widely-anticipated US Federal Reserve (Fed) rate hike accompanied by central bank reassurance about the present accommodative stance reversed a negative streak for...
A top national priority
With bipartisan support at every level of government, investors are likely to see more infrastructure investment opportunities surface faster.
EMs win post-Fed rally; dollar loses
Emerging Markets rallied following last week’s dovish US Federal Reserve (Fed) rate hike, and the central bank’s reassurance that its continuously loose monetary policy will prevail, at least for now. The absence of changes in the Fed’s projections, towards more optimistic ones, led to a US dollar sell-off, wiping...
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.
Equity market volatility has been notably subdued -- but how long can that continue, given the risks lurking below the surface? QS Investors' James Norman on why it's important to stay ready with an allocation to low-volatility stocks.
Small cap stocks have far less sensitivity to interest rate moves than their large-cap cousins -- a quality worth considering given the Fed's plans to normalize rates further this year.
What do rising rates have to do with stocks? One past example: the small-cap equity markets' response to a rising-rate environment, which has helped power the shift in favor of "value" – as a proxy for stocks of quality companies – over the past two years.
European Elections 2017
When French far-right and anti-euro candidate Marine Le Pen drives more news stories than US and European central bank governors Janet Yellen and Mario Draghi, one can only conclude that political uncertainty is on the up. It has indeed become one of investors’ main concerns, especially ahead of this year’s three national elections in core European countries: the Netherlands, France and Germany.
Goodbye smart beta...
Whether designed to limit volatility, enhance diversification or manage risk, the kind of rules-based strategies being developed by QS Investors go beyond what a vague term like "smart beta" may imply.
Donald Trump may dominate the headlines about emerging market economies this year, but it would be a mistake to ignore the impact of local elections and government policies.
With interest in infrastructure investing exploding, RARE co-founder Nick Langley makes the case for investors to favor listed securities.
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.