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Vantage » Research Note - October 2016

October 04, 2016 | Market Commentary

Slow growth and volatility have been the status quo throughout most of the current expansion. Our indicators suggest these features are likely to remain in place for now, but it is still important to consider what could threaten this outlook. Expectations for low growth can prove incorrect not …

Markets & Economy » Update on Brazil—Rousseff to Face an Impeachment Trial

May 12, 2016 | International Markets

Brazil’s Senate voted yesterday to hold an impeachment trial for President Dilma Rousseff, handing her another setback after she lost an impeachment vote in the lower house of Congress last month. Rousseff must now step aside for as long as 180 days while the Senate trial takes place. Vice …

Markets & Economy » The Rise of Indonesian Consumerism

April 20, 2016 | Emerging Markets

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 …

Markets & Economy » Health Care in Emerging Markets: A Compelling Investment Opportunity

March 11, 2016 | Emerging Markets

Many emerging market countries today are struggling to find a new growth model. Those that are reliant on commodity exports have been hit especially hard in the wake of China’s economic transition and a broader slowdown in the developed world that has weighed on commodity prices. Policy …

Markets & Economy » Selectivity: The New Way Forward for Investors

November 19, 2015 | Investment Themes

Shifting tides in the global economic backdrop during 2015 led us to make broad changes to our equity sector allocations throughout the year. We believe these changes position investor portfolios to capture what we view as the best opportunities in global equity markets that we expect to play …


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