Your Partner in the Markets...
11 June 2021 / 2021 MIDYEAR MARKET OUTLOOK
Recovery is on track, but inflation pressures create risks.
25 May 2021 / GLOBAL ECONOMY
CBDCs should boost financial inclusion and improve efficiency.
14 May 2021 / GLOBAL EQUITIES
Post‑pandemic recovery will likely aid company earnings and dividends.
12 May 2021 / EMERGING MARKETS
Yield curves may steepen as growth recovers.
19 April 2021 / GLOBAL MARKETS
An unusual rebound may provide opportunities even as rates rise.
13 April 2021 / INTERNATIONAL EQUITIES
China, Japan, technology, and value have potential to shape global markets in 2021...
26 March 2021 / U.S. ELECTION
Biden likely to seek European support to exert pressure on China.
23 March 2021 / INVESTMENT APPROACH
Discipline that has brought long‑term rewards.
16 March 2021 / EMERGING MARKETS
Emerging from the pandemic, an encouraging pathway for China’s economy.
11 March 2021 / INVESTMENT INSIGHTS
March 2021
11 March 2021 / U.S. EQUITIES
Focusing on a post COVID world, capex recovery, lagging growth stocks, UK equities,...
10 March 2021 / ASSET ALLOCATION VIEWPOINT
9 March 2021 / VIDEO
4 March 2021 / GLOBAL EQUITIES
We like firms supplying “picks and shovels” for the rush online
26 February 2021 / GLOBAL EQUITIES
Striking a balance between secular growth, value, and idiosyncratic ideas to create...
25 February 2021 / EMERGING MARKETS
10 February 2021 / ASSET ALLOCATION VIEWPOINT
10 February 2021 / INVESTMENT INSIGHTS
February 2021
8 February 2021 / MARKET EVENTS
A price correction is possible.
31 January 2021 / GLOBAL MARKET ENVIRONMENT
26 January 2021 / VIDEO
Our Asset Allocation Committee is overweight to floating rate loans
19 January 2021 / U.S. ELECTION
Unified government puts fiscal stimulus, tax increases on table.
12 January 2021 / INVESTMENT INSIGHTS
January 2021
7 January 2021 / U.S. FIXED INCOME
Securitized sectors also provide useful diversification benefits.
31 December 2020 / Weekly Global Markets Update
21 December 2020 / VIDEO
David Eiswert discusses the key issues for global equity investors, including the...
18 December 2020 / U.S. ELECTION
Outcomes could affect the size and scope of U.S. fiscal stimulus
17 December 2020 / U.S. EQUITIES
Discipline has brought long‑term rewards for clients.
11 December 2020 / GLOBAL MARKET OUTLOOK
New vaccines could accelerate recovery, boost cyclical sectors.
10 December 2020 / INVESTMENT INSIGHTS
December 2020
10 December 2020 / INTERNATIONAL EQUITIES
High-quality growth businesses on reasonable multiples
4 December 2020 / MARKET RESEARCH
We may be on the cusp of a sea change in medicine.
4 December 2020 / GLOBAL EQUITIES
Applying active decision‑making is key in an uncertain environment.
4 December 2020 / MARKET EVENTS
Weak growth and a fiscally hamstrung U.S. signal trouble ahead.
30 November 2020 / GLOBAL FIXED INCOME
Attractive yields and cheap currencies make the sector stand out.
30 November 2020 / POLICY INSIGHTS
How the prospect of further monetary easing could impact bond markets.
18 November 2020 / U.S. ELECTION
Divided government likely would produce moderate policies.
18 November 2020 / U.S. ELECTION
Efforts to achieve environmental goals may be consequential.
16 November 2020 / U.S. EQUITIES
How the rules of investing in the large‑cap growth space have changed.
13 November 2020 / Monthly Market Review
October 2020
11 November 2020 / INVESTMENT INSIGHTS
November 2020
7 November 2020 / U.S. ELECTION
Additional fiscal stimulus likely, tax hikes uncertain.
6 November 2020 / ASSET ALLOCATION VIEWPOINT
4 November 2020 / U.S. ELECTION
Amid uncertainty, we are identifying opportunities for clients.
3 November 2020 / MARKET EVENTS
26 October 2020 / BLOG
Riskier, less liquid securities can bring substantial benefits.
23 October 2020 / MARKET EVENTS
The currency union faces four possible growth scenarios.
22 October 2020 / GLOBAL EQUITIES
Reflections on a decade of international equity investing.
22 October 2020 / U.S. FIXED INCOME
Downgrades and defaults have had a major impact on the asset class.
20 October 2020 / GLOBAL FIXED INCOME
Integrating ESG factors helps better understand long‑term sustainability.
19 October 2020 / BLOG
Sector is particularly sensitive to economic conditions.
16 October 2020 / GLOBAL ECONOMY
Our portfolio managers see selective potential in a range of asset classes.
15 October 2020 / Quarterly Market Review
Third Quarter 2020
14 October 2020 / Market Events
Beyond the rhetoric, China offers long-term strength
9 October 2020 / Investment Insights
October 2020
8 October 2020 / U.S. Fixed Income
30-year bonds have room to appreciate in a major risk downturn.
7 October 2020 / U.S. Election
U.S. Presidential Election Adds to Uncertain Environment
5 October 2020 / Brochure
Investing for the Long Term: Canada Company Overview
29 September 2020 / Policy Insights
Why Fed actions could make the U.S. dollar weaker.
28 September 2020 / Global Fixed Income
Technical support for the region’s bonds may diminish soon.
28 September 2020 / Global Equities
ESG matters more than ever in choosing good companies.
10 September 2020 / ESG
Principles for Responsible Investing (PRI) Assessment Report
9 September 2020 / Investment Insights
September 2020
3 September 2020 / Global Equities
Growth and value both present opportunities amid the pandemic.
3 September 2020 / U.S. Equities
Disruption creates risks and opportunities for value strategies.
1 September 2020 / Global Fixed Income
A MAC strategy may have benefits in a volatile, low‑yield world.
1 September 2020 / U.S. Fixed Income
Analysis can uncover value in collateralized loan obligations.
31 August 2020 / ESG
Limited impact on near-term cash flows is masking longer‑term risk.
31 August 2020 / Global Equities
Public debt sustainability remains a key challenge.
26 August 2020 / U.S. Equities and Fixed Income
A concentrated stock market recovery has left behind long-term winners.
10 August 2020 / Investment Insights
August 2020
31 July 2020 / US Equities
Amid heightened uncertainty, fundamental quality matters.
31 July 2020 / Global Economy
Stricter lockdown measures could boost short‑term performance.
30 July 2020 / International Equities
North Asia may be first to enter the post-coronavirus era.
28 July 2020 / Fixed Income
Attractive valuations and fallen angels offer opportunities.
24 July 2020 / Global Fixed Income
Portfolio manager Arif Husain takes a look back at recent performance and discusses...
20 July 2020 / U.S. Equities
A closer look at diverging U.S. equity market and economic performance.
17 July 2020 / Global Fixed Income
T. Rowe Price’s working group explains the LIBOR transition.
15 July 2020 / Global Fixed Income
Four indicators of weakness could mean it is time to diversify.
9 July 2020 / Investment Insights
July 2020
9 July 2020 / Global Markets
U.S. measures could increase oversight of Chinese companies
8 July 2020 / Frontier Markets
Frontier country positioned well by effective containment.
7 July 2020 / Investment Insights
Reexamining portfolio construction amid the coronavirus crisis.
6 July 2020 / U.S. Fixed Income
May build investment resilience through diversification and liquidity.
1 July 2020 / News Release
Firm honored with Exemplary Stewardship Award