Beyond Bulls & Bears

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Perspectives

Meet the Manager: J.P. Scandalios

The technology sector is synonymous with innovation. Innovation can lead to disruption but that disruption also has the potential to generate massive economic returns over time—more so than any other sector, in my opinion.

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Perspectives

The Cutting Edge: Not Just for Tech Companies Anymore

The ‘military grade’ cybersecurity technology that we expect will be developed may eventually become the standard for the private sector, which will likely be a boon to sectors such as financials and utilities, which tend to be more vulnerable to cyber attacks than others.

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Fixed Income

Does Dutch Election Result Signal an End to Europe’s Populist Surge?

The Scottish government’s demand for a second independence referendum should not have come as a surprise to most observers, but the timing could scarcely have been more awkward for UK Prime Minister Theresa May.

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Fixed Income

Why Fixed-Income Investors Shouldn’t Fret About Fed Tightening

We view Fed tightening with a positive lens and believe there are still plenty of potential opportunities within the fixed-income landscape for investors.

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Fixed Income

Global Economic Perspective: March

Even though confidence among US businesses and consumers has been lifted by the advent of a new administration, the question of whether this buoyant mood is likely to translate into a significant pickup in US economic growth remains unanswered, in our view.

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Perspectives

Notes From the Trading Desk – Europe

Given the improving macroeconomic data we have seen from the eurozone of late, there was a good deal of scrutiny on ECB President Mario Draghi’s press conference to see if he would step back from his dovish stance. Draghi appeared keen to be careful not to unsettle markets with excessively hawkish rhetoric.

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Equity

The Current State of the US Utilities Sector

Speculation about further interest-rate increases and potential tax reform has caused some market disruption and volatility, which could continue, but we still see a healthy investment backdrop for the utilities sector in general.

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Equity

UK Spring Budget: Out with a Whimper, Just as Hammond Hoped

The [UK] chancellor painted a becalmed picture of steady economic growth for the United Kingdom. Of course, that picture may be at odds with many people’s expectations, particularly given the likely Brexit negotiation process due to take place during that period.

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Equity

Union Budget 2017-18: Key Takeaways

In our view, the 2017-18 Union Budget struck a balance in regard to projected government spending—tackling the deficit, while supporting sector growth through public spending.

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Equity

Australian Equity Outlook: The China Connection

We believe the change of administration in the United States could well presage significant political and economic change. The most obvious risk to Australia is trade protectionism.

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Alternatives

K2 Advisors : Why We Like Activist Hedge Strategies

The market and economic environment is perhaps more favorable to activist investment strategies today than it has been in some time. With the outlook for growth muted, corporate balance sheets flush with cash, financing rates still very low, and an increasingly hospitable public attitude toward activist investors—the opportunity set appears robust.

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Fixed Income

Global Economic Perspective: February

The outlook for the global economy appears a little better, in our view, and overall growth in 2017 could well show a slight improvement from a year ago. The stability in the Chinese economy is encouraging, and surveys in many parts of the world suggest confidence has increased.