Featured Investment Insights
The green light just given to the AT&T/Time Warner merger underscores the changing dynamics at work in the rapidly consolidating media sector.
Rather than intently watching both countries volley retaliatory measures, we think it’s more valuable to look at local-currency valuations and trends in China’s interest rates.
Quarterly Market Commentary
Optimism for a synchronized global recovery has given way to anxiety over potential EM or European crises. While our viewpoint remains optimistic, taking into account the vagaries of downside risks is crucial.
The North American Free Trade Agreement (NAFTA) renegotiation sought by President Trump is at risk – Canada, Mexico and the U.S. are still far apart on six key issues.
Investors have been gravitating toward stocks with price momentum, but higher interest rates should foster more diversity -- with value getting greater consideration as a driver of equity selection.
For a very long time, diversity has been the elephant in the boardroom as far as Japanese businesses are concerned -- but new national recommendations for corporate governance may be a catalyst for change.
There is a widely held belief that emerging markets (EM) are vulnerable to U.S. dollar strength. We're not convinced.
Many investors have historically been hesitant to invest in emerging markets, concerned about currency volatility, political instability and an over-reliance on commodities. Yet this view is increasingly outdated as the sector evolves and becomes more resilient.
Co-CIO Francis Gannon explains why upward revisions to CapEx spending could be very good news for small-cap cyclicals.
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.
India's mobile revolution
The rate of tech adoption in India is fundamentally changing the economic landscape -- primarily enabled by the increasing use of smartphones, which have seen phenomenal growth thanks to low-cost handsets and cheap data.
Listed infrastructure opportunities
The Chinese Government’s ‘One Belt, One Road’ initiative is a foreign trade policy and economic strategy to develop the historic Silk Road trade route from China to Europe. RARE assesses the opportunities for investors in global listed infrastructure.
Above the Noise
Healthcare is frequently at the heart of political debate in the US. So, with mid-term elections on the horizon in the US, it is no surprise to see political rhetoric on the issue of drug pricing intensifying.
Constraints for unconstrained bond managers?
Fixed income benchmarks can help evaluate active fund managers with conventional investment objectives. But unconstrained managers march to different drummers; for these managers, benchmarks can be more of a hindrance than a help
Key Themes from Proxy Season
With proxy voting season under way across most markets, it is worth taking a look at the most prominent themes emerging from annual general meetings (AGMs), many of which are highly relevant from a stewardship perspective.
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