Investment Insights

Featured Investment Insights


Investment Insights

Investment Insights
Mar 23

A top national priority

Investing in infrastructure

With bipartisan support at every level of government, investors are likely to see more infrastructure investment opportunities surface faster.

Investment Insights
Mar 22

EMs win post-Fed rally; dollar loses

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...

Investment Insights
Mar 20

Municipal Market Update: February

Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.

Investment Insights
Mar 20

Low-Volatility Stocks

The Time is Now

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.

Investment Insights
Mar 17

Small-cap Stocks

Resisting Rate Risk

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.

Investment Insights
Mar 15

Natural Fit: Rate Hikes and Small-Cap Value

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.

Investment Insights
Mar 10

European Elections 2017

Status quo or Ancien Régime?

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.

Investment Insights
Mar 02

Goodbye smart beta...

...Hello, Rules-Based Investing

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.

Investment Insights
Feb 27

Emerging Markets:

Looking Beyond Trump

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.

Investment Insights
Feb 24

Why Listed Infrastructure?

With interest in infrastructure investing exploding, RARE co-founder Nick Langley makes the case for investors to favor listed securities.

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