Beyond Bulls & Bears

Talking Trade Tensions, Inflation and Volatility
Multi-Asset

Talking Trade Tensions, Inflation and Volatility

Global growth has been accelerating, but there are a few potential headwinds that could cause it to stall. Three of our senior investment leaders—Ed Perks, Chris Molumphy and Stephen Dover—recently participated in a panel discussion on the potential impact of trade tensions, inflation and other issues on their radar.

Stock-Market Value Hunting—and a Potential Post-Election Outcome
Equity

Stock-Market Value Hunting—and a Potential Post-Election Outcome

When looking at various countries or regions where we invest, we consider emerging markets as representing a disproportionate amount of where equity value exists today after several years of underperformance relative to developed markets.

This Is Not 2008

This Is Not 2008

The risk aversion across emerging markets appears to have reached a maximum state of unwarranted pessimism, in our view, and we see a vast set of valuation opportunities amid the volatility.

Value Emerges Outside Glare of US Markets

Value Emerges Outside Glare of US Markets

Today, we see much more undervaluation outside of the United States, including two emerging markets—South Korea and China—that have been out of favor in recent years.

Standing By Convictions in European Equities

Standing By Convictions in European Equities

I believe the European Central Bank (ECB) in June gave compelling new reasons for investors to take an active interest in Europe.

Actively Managing for a Less-Correlated World

Actively Managing for a Less-Correlated World

I think there has recently been a movement away from just a one-decision trade, where investors are simply reacting to moments of panic or euphoria, into a place where it is more possible to make rational decisions based on fundamentals.

Are Equity Investors Pushing the Gas Pedal Too Hard?

Are Equity Investors Pushing the Gas Pedal Too Hard?

Finding What’s Real in Real Estate

Finding What’s Real in Real Estate

Of Irish and Fiscal Cliffs

Of Irish and Fiscal Cliffs

ECB Throws Euro a Life Preserver

ECB Throws Euro a Life Preserver

Opportunistic Views on Europe

Opportunistic Views on Europe

Challenges and Change in Brazil

Challenges and Change in Brazil