Beyond Bulls & Bears

In the Know: Europe’s Capital Markets Union

In the Know: Europe’s Capital Markets Union

We are generally supportive of any ‘pro-European’ measures that help improve systemic integration across the monetary union.

REITs in a Rising US Interest-Rate Environment

REITs in a Rising US Interest-Rate Environment

Like all yield-oriented investments, REITs will likely exhibit some sensitivity to interest-rate changes, and are not without risks. But unlike bonds, REITs can earn potential profits by making positive investment spreads both acquiring and developing additional properties.

In the Know: March FOMC Meeting and Interest Rate Moves

In the Know: March FOMC Meeting and Interest Rate Moves

I think the big takeaway of the March Fed meeting from the markets’ perspective is that the Fed’s statements were interpreted to mean there would be a very slow pace of interest rate increases when they do occur.

Optimism, Pessimism and Opportunity

Optimism, Pessimism and Opportunity

I would characterize the action in energy stocks over the past few months as herd mentality at its worst. For us, it’s about identifying the good companies that are getting thrown out with the bad, and that’s been a significant focus of ours for the last several months.

In the Know: The UK Budget 2015

In the Know: The UK Budget 2015

There was no big pre-election giveaway, but instead a number of incremental positives, notably for the oil and asset-gathering sectors.

Global Economic Perspective: March

Global Economic Perspective: March

We think the US economy is currently in a kind of ‘goldilocks’ scenario, with positive economic growth and low inflation.

How Sustainable Is India’s Stellar Growth?

How Sustainable Is India’s Stellar Growth?

Our team of investment professionals on the ground in India believe it is one of the few markets in the world where long-term fundamentals, as well as short-term fundamentals, are on track to show continued improvement.

Meet the Manager: Philippe Brugere-Trelat

Meet the Manager: Philippe Brugere-Trelat

The wonderful thing about the mutual fund business—the investing business—is that it’s never the same. You learn something new every day.

Asia’s Big Four: Reforms at the Forefront

Asia’s Big Four: Reforms at the Forefront

We believe Japanese companies could look more attractive to investors if they improve their balance sheet management, and stop hoarding cash and participating in expensive merger and acquisition activity.