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Library » First Quarter 2017 International Perspective

April 13, 2017 | Market Commentary

Quarterly Market Review International equity markets turned in very strong performance during the first quarter of 2017, and although developed equities delivered strong returns, emerging markets (EM) were the notable outperformers. EMs generated an over 11% return—nearly double that of …

Library » 2017 Outlook: Investing in Remarkable Times

January 26, 2017 | Active Management

2016 has been punctuated by bouts of market volatility. Will the rollercoaster ride continue into the new year? We believe selectivity and flexibility, whether it is looking at a company or a country, will allow investors to find opportunity in this low-growth, volatile market environment. …

Library » Fourth Quarter 2016 International Perspective

January 24, 2017 | Market Commentary

Quarterly Market Review 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 …

Markets & Economy » The Rise of Indonesian Consumerism

April 20, 2016 | Investment Themes

When Joko “Jokowi” Widodo assumed the office of president of Indonesia in October 2014, we were cautiously optimistic that his success as governor of Jakarta would be replicated on a national scale. Yet shortly after taking office, our enthusiasm waned amid political disappointments that …

Library » International Equity Benchmark Performance Analysis ACWIxUS vs. EAFE

May 20, 2013 | Market Commentary

The MSCI ACWI ex USA1 (ACWIxUS) and MSCI EAFE2 (EAFE) Indices are popular benchmarking tools for non-U.S. equity market performance. While these indices have much in common, there are also significant differences. The major difference between the two benchmarks is exposure to emerging markets. …

Library » Updating Our Economic Overview and Market Outlook

September 12, 2012 | Market Commentary

For the third year in a row, solid first quarter global equity market performance and investor optimism has taken a hit as a result of yet another growth scare and a flare up of the European Union (EU) sovereign debt crisis. Rising concerns surrounding growth both in the developed and the …


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