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This Quarter ( 2019)
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INVESTMENT INSIGHTS
Previous Quarter (Q2 2019)
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PRICE PERSPECTIVE - IN DEPTH
PRICE PERSPECTIVE - IN DEPTH
INVESTMENT VIEWPOINT
Q1 2019
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INVESTMENT INSIGHTS
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With a new year under way, here's what to watch in the European high yield markets
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Markets have started the year in a jittery mood, but we do not think a recession is imminent.
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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?
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Q4 2018
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Our recent visit was centred around a major conference, allowing the team to meet a number of key public companies.
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Themes, trends and adoption do not happen in a vacuum, and our research platform can help identify which companies can benefit.
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Recent headlines have linked the inverting US yield curve to an impending recession, but what can we actually take away from it?
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Conventional wisdom believes that current Fed policy is “loose to neutral,” but data suggest that it is tighter than that.
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Recent weakness within equity markets has focused investors on whether the aging bull can keep staring down an “end of cycle” bear case.
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As we head toward 2019, we highlight some investment ideas to help navigate the key market forces.
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The macro outlook in China continues to dominate investor thinking, with concerns focused on slowing economic growth.
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PRICE POINT - IN BRIEF
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Two fundamentals of equity markets are key to understanding why this equity bull market may have further to run.
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Our Emerging Markets Value Equity Strategy passed its three-year anniversary and I am seeing more opportunities now than at any other time.
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There is a trend towards passives when investing in Japanese equities, which - ironically -makes Japan an even more compelling proposition for active managers.
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How should bond investors approach markets such as Turkey and Argentina?
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Mike Della Vedova addresses four frequently asked questions about the prospects for European high yield over the rest of the year.
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PRICE POINT - IN BRIEF
Q3 2018
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Despite parallels between the present growth rally and the 1990s tech bubble, we believe the outlook for growth stocks is very different today.
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The US Treasury yield curve has recently flattened and may soon invert. What does this mean for the economy and how should investors prepare?
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What does the recent shift in policy mean for bond investors?
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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.
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With the U.S. economic expansion now in its 10th year, many are asking: Just how long can the good times roll?
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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?
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The global economy is weakening on the back of the rising oil price, trade fears, reduced capex and Chinese deleveraging.
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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.
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The question of whether or not to hedge foreign currency exposure has grown more complicated. Is there a new rule of thumb?
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Demand for 'new economy' sectors has driven valuations of high-growth EM companies to historical highs. What might prompt a reversal of fortune?
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