February 10, 2017
2017 Could be the Year of the Active Manager
It has been said that those who do not learn from history are doomed to repeat it. With the value of active management called into question in recent years, we are compelled to consider our history to see what we might be able to glean about the reality of today’s environment.
February 03, 2017
February 2017 Perspective
U.S. economic growth markedly slowed during the fourth quarter of 2016 according to the advance estimate released in January. Specifically, real GDP growth came in at a 1.9% annual rate, down from the third quarter’s final reading of 3.5%.
January 26, 2017
2017 Outlook: Investing in Remarkable Times
As we head into the new year, we provide our forecast of what to expect in global financial markets and highlight how active management may help navigate today’s market environment. Learn more about our view in the new 2017 Semi-Annual Outlook.
January 24, 2017
Fourth Quarter 2016 International Perspective
Global equity markets shook off an October decline and finished the fourth quarter markedly higher on the heels of Donald Trump winning the U.S. presidential election. Expectations for policies that could lead to greater economic growth, including tax reform, increased fiscal spending, and reduced regulation, helped boost U.S. equity markets with those returns spilling over into global equity indices.