Beyond Bulls & Bears

Will Market Volatility Put US Rate Rises on Hold—for Now?

Will Market Volatility Put US Rate Rises on Hold—for Now?

In all likelihood, the Fed will probably hold fire on interest rates until markets calm down for a period of time.

India Isn’t Just Another BRIC In The Wall

India Isn’t Just Another BRIC In The Wall

The worst of India’s prolonged slowdown seems to be in its rear-view mirror: We believe growth is likely to revert to long-term trends in the near to medium term.

Meet the Manager: Michael McCarthy
Equity

Meet the Manager: Michael McCarthy

Our analysts enjoy researching smaller companies that the rest of Wall Street tends to pay less attention to. Good research can definitely make a difference.

In the Know: What’s Ailing US Biotech?
Equity

In the Know: What’s Ailing US Biotech?

Even if Hillary Clinton’s prescription plan, as we currently understand it, did ultimately pass, in my view the impact would be very manageable for the (biotech) sector.

Connecting with the “Internet of Things”

Connecting with the “Internet of Things”

We now see a trend where smart devices can connect to one another and share data, allowing them to perform new and exciting tasks. We believe the explosion of such connected devices will significantly change the way individuals and businesses operate on a daily basis.

Australia: Too Much Reserve on Interest Rates?

Australia: Too Much Reserve on Interest Rates?

In our view, the Reserve Bank of Australia would prefer not to lower interest rates from the 2% level unless conditions deteriorate and warrant further stimulus.

Global Economic Perspective: July

Global Economic Perspective: July

All in all, recent data would seem to confirm the Fed’s view that first-quarter 2015 weakness was 'transitory' and that the US economy regained its footing in the second quarter, perhaps setting the stage for a more robust second half of the year.

2015 Asia Pacific Investor Forum Snapshot

2015 Asia Pacific Investor Forum Snapshot

To date, lower interest rates do not seem to have stimulated the domestic Australian economy. We think there’s probably more work to be done by the Reserve Bank, and therefore, we project yields will continue to decline, as likely will the Australian dollar.

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.

Risk Factor Investing: The Evolution of Multi-Asset Strategies
Alternatives

Risk Factor Investing: The Evolution of Multi-Asset Strategies

Rather than tying ourselves to indexes, which we believe do not operate to meet investors' goals, we align our portfolio to a return objective.