- All Asset Classes
- Equity
- Fixed Income
- Multi-Asset
- All Regions
- Global
- Europe
- Asia Pacific
- Emerging Mkts
- US
This Quarter ( 2019)
Hide
INVESTMENT INSIGHTS
Previous Quarter (Q2 2019)
Hide
PRICE PERSPECTIVE - IN DEPTH
PRICE PERSPECTIVE - IN DEPTH
INVESTMENT VIEWPOINT
Q1 2019
Show
INVESTMENT INSIGHTS
BLOG
With a new year under way, here's what to watch in the European high yield markets
Read More...
BLOG
Markets have started the year in a jittery mood, but we do not think a recession is imminent.
Read More...
BLOG
Over the past decade, value investing has endured one of its deepest droughts of underperformance. This shortfall has spanned market capitalization and geography. Is value investing dead or poised for a revival?
Read More...
Q4 2018
Show
BLOG
Our recent visit was centred around a major conference, allowing the team to meet a number of key public companies.
Read More...
BLOG
Themes, trends and adoption do not happen in a vacuum, and our research platform can help identify which companies can benefit.
Read More...
BLOG
Recent headlines have linked the inverting US yield curve to an impending recession, but what can we actually take away from it?
Read More...
BLOG
Conventional wisdom believes that current Fed policy is “loose to neutral,” but data suggest that it is tighter than that.
Read More...
BLOG
Recent weakness within equity markets has focused investors on whether the aging bull can keep staring down an “end of cycle” bear case.
Read More...
BLOG
As we head toward 2019, we highlight some investment ideas to help navigate the key market forces.
Read More...
BLOG
The macro outlook in China continues to dominate investor thinking, with concerns focused on slowing economic growth.
Read More...
PRICE POINT - IN BRIEF
BLOG
Two fundamentals of equity markets are key to understanding why this equity bull market may have further to run.
Read More...
BLOG
Our Emerging Markets Value Equity Strategy passed its three-year anniversary and I am seeing more opportunities now than at any other time.
Read More...
BLOG
There is a trend towards passives when investing in Japanese equities, which - ironically -makes Japan an even more compelling proposition for active managers.
Read More...
BLOG
How should bond investors approach markets such as Turkey and Argentina?
Read More...
BLOG
Mike Della Vedova addresses four frequently asked questions about the prospects for European high yield over the rest of the year.
Read More...
PRICE POINT - IN BRIEF
Q3 2018
Show
BLOG
The US Treasury yield curve has recently flattened and may soon invert. What does this mean for the economy and how should investors prepare?
Read More...
BLOG
What does the recent shift in policy mean for bond investors?
Read More...
.png)
BLOG
Following MSCI’s announcement that Argentina and Saudi Arabia will be included in its Emerging Markets Index, investors have expressed concern about the impact on frontier markets.
Read More...
BLOG
With the U.S. economic expansion now in its 10th year, many are asking: Just how long can the good times roll?
Read More...
BLOG
The 'size premium' is still expected by some investors, but can it still be considered a rule of thumb given small caps have not outperformed for over a decade?
Read More...
BLOG
The global economy is weakening on the back of the rising oil price, trade fears, reduced capex and Chinese deleveraging.
Read More...
BLOG
U.S. high yield has performed well this year, delivering positive returns at a time when other fixed income sectors have declined. However, we are cautious about the asset class.
Read More...
BLOG
The question of whether or not to hedge foreign currency exposure has grown more complicated. Is there a new rule of thumb?
Read More...
BLOG
Demand for 'new economy' sectors has driven valuations of high-growth EM companies to historical highs. What might prompt a reversal of fortune?
Read More...