Insights

With tapering worries in the rearview, attention has returned to the inflationary environment.

Our take on the Fed tapering announcement from our own Justin McWhorter, CFA, CPA, Senior Portfolio Manager of Structured Finance.

Harnessing alpha and diversification potential through efficient portfolio construction

The breadth and depth of Environmental, Social, and Governance data that investors currently have at their disposal is “a good problem to have”, as it highlights the normative sea-change over the past decade towards a now crucial commitment that companies must make to ESG transparency. Machine learning can help in discerning – and when necessary, creating - signal from noise.

While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise in any meaningful bout of spread volatility.

What can you do to protect your portfolio from over-extended equity valuations? Christina Bargeron, CFA and Gareth Shepherd from our Equity team discuss how machine intelligence investing could be the solution.

Though the inflation debate continues, we concur with the Federal Reserve that price increases will be manageable. We believe the Fed can conduct monetary operations along its well communicated path, paving the way for reaccelerating, above-trend 4Q21 real GDP growth.

While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise in any meaningful bout of spread volatility.

The next decade is unlikely to play out like the last. A new environment calls for a new approach to fixed income portfolio construction.

Stock markets around the world retreated during a week of volatile trading. Risk-off sentiment was stoked by a slew of worries including resurgent Covid-19 infections, slowing economic growth and Federal Reserve tapering plans.