July 26, 2022
Risks are rising: the Fed must thread a narrowing needle-eye to stop inflation without causing a recession.
July 22, 2022
Big data is fueling, informing and empowering businesses globally.
July 20, 2022
These are the six major themes influencing positioning across our fixed income portfolios for the second half of 2022.
March 22, 2022
In the drive for ESG investing, a gap has arisen between corporate bond and securitization markets. We see this as an opportunity to blaze new trails and influence better outcomes for investors, the environment and society.
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March 18, 2022
Our experts, William Theriault, CFA, Senior Client Portfolio Manager, Equity, and James Dorment, CFA, Head of Large Cap Fundamental Research, discuss the growth/value cycle.
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March 17, 2022
Russia’s energy tentacles, intertwined throughout Europe’s power network, may prove difficult to excise.
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March 17, 2022
In the wake of Russia’s invasion, social factors such as energy supply security, consumer protection and responsible sourcing demonstrate the importance of an inclusionary ESG approach.
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March 16, 2022
The U.S. Federal Reserve met expectations and increased interest rates by 25 basis points.
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March 10, 2022
Should the Russia-Ukraine conflict persist, it would lead to further tightening of financial conditions but is unlikely to deter the Federal Reserve from a 25 basis point interest rate hike in March. Tighter conditions will slow economic growth at the margins and constrain financial markets over the short term, but not over the longer term.
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March 2, 2022
While it might seem better to focus on current so-called ESG leaders, we believe there is untapped value in the underappreciated ESG improvers.
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March 1, 2022
The devastating events that continue to unfold in the conflict between Ukraine and Russia have led to steep price declines in both countries’ financial markets.
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February 25, 2022
- Economic recovery likely undeterred: Rising energy prices add risk to Europe’s recovery but are unlikely to derail the global economic recovery.
- Expect further equity volatility: We see the strongest impacts in commodities, energy and financials, but focus should shift quickly to interest rates and supply-chain resolution.
- Seeing value amid spread widening: We believe the impact of Russia’s actions on fixed income markets has largely played out, and any further widening in credit spreads could present opportunities.
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February 23, 2022
The market’s expectations for curve flattening may be excessive, as the timing of rate hikes and the aggressiveness of the Federal Reserve are still open to debate.
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