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July 20, 2017 | Market Commentary
Quarterly Market Review Rising corporate profits, a generally improved global economic backdrop, and continued support from central banks sent equities higher across the globe during the second quarter. International equity markets delivered another strong quarter of returns during the April …
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All AudiencesJune 27, 2017 | Market Commentary
India is one of our most preferred countries from a top-down macroeconomic standpoint, not only within the emerging market universe, but within the entire global investment landscape. The country offers what we consider to be a scarce combination of rapid growth, improving macro fundamentals ( …
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All AudiencesJune 26, 2017 | Active Management
Despite all-time highs in global economic policy uncertainty, volatility across equity and fixed income markets generally persisted near historically low levels during the first half of the year. As we enter the second half of 2017, we provide our view of what to expect in global …
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All AudiencesJune 21, 2017 | Investment Themes
The copper industry has been in a state of duress for the last several years following the end of the China-driven commodity supercycle. This industry pressure led to pricing declines and supply constraints, but with demand predicted to remain stable, we believe the industry is ripe for a multi- …
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All AudiencesJune 09, 2017 | Market Commentary
In April, British Prime Minister Theresa May called for a snap election to be held June 8 in an effort to consolidate power and strengthen her Brexit negotiating position against the European Union. The results of the General Election are in, and the UK Conservative Party—led by PM May—has lost …
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All AudiencesJune 06, 2017 | Market Commentary
Despite optimism, U.S. economic growth has remained slow. What needs to happen to create meaningful change? We discuss this and more in our Monthly Outlook Update for June. Read our June Perspective for a more thorough summary of the current market environment.
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All AudiencesJune 06, 2017 | Market Commentary
Recall that in late 2016, we shifted our U.S. and global macro overviews, stating that while growth may marginally improve, we expected it to remain bound within the post-global financial crisis range. We stand by this view.
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All AudiencesMay 05, 2017 | Market Commentary
We consider how European politics, the Fed, and tax reform will affect the markets in our new Monthly Outlook video. Read our May Perspective for a more thorough summary of the current market environment.
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All AudiencesApril 19, 2017 | Market Commentary
On Tuesday, British Prime Minister Theresa May called for a snap election on June 8, hoping to consolidate power and strengthen her Brexit negotiating position against the European Union. PM May is currently an unelected leader, appointed to the role in an internal, Conservative party …
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All AudiencesApril 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 …
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