active management investing approach - Beyond Bulls & Bears

Beyond Bulls & Bears

Rising Rates and the Rebirth of Global Stockpicking

Once the efforts of various central banks start to bear fruit and the global economy becomes healthier, we expect to see a potential reduction in the pursuit of unconventional monetary policies. That should enable equity markets to return to what we view as a more rational level of behavior.

June 16, 2015

Alternatives

Storm Watchers and the Search for Income

It is significant that the effect of both a strengthening dollar and falling commodity prices might be expected to be felt particularly keenly in emerging market economies.

Toby Hayes | May 26, 2015

“You’re Going to Need a Bigger Boat”: Alpha and Interest Rates

The implication of rising rates for individual and institutional portfolios, particularly for fixed-income investments, could be troublesome – depending upon the magnitude and velocity of the rate rise. Alternative strategies, we believe, may potentially offer a better boat to help navigate this interest-rate sea change.

September 17, 2014

A Mid-Year Crossroads for US Equities?

I don’t necessarily see low levels of volatility as a problem. There have been extended periods of very low volatility, such as in the early to mid-2000s and early to mid-1990s, when the equity market continued to do well.

August 04, 2014

Taking Rational, not Rationalized, Risks

August 27, 2012

Par for the Investing Course

March 13, 2012

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