We see important themes driving markets as we head into the second half of 2017, including market valuations, policy implementation, uncertainty and technology advancement. This quarter’s CIO Insights focuses on where we’re looking to find opportunities in the noise, regardless of political headlines.
Click on the hyperlinked titles below to download each podcast, or search iTunes for “CIO Insights.”
David MacEwen and Victor Zhang, Co-Chief Investment Officers
With politics beating policy implementation, uncertainty continues to reign. Here’s what our CIOs are focusing on in the quarter ahead.
David MacEwen, Co-Chief Investment Officer
As the Federal Reserve attempts to reduce its $4.5 trillion balance sheet with minimal disruption, the unwinding will be groundbreaking.
Keith Creveling, CFA, Co-Chief Investment Officer, Global Growth Equity
Uncertainty has become the one certainty in global investing. Here’s where we are finding opportunities by focusing on the fundamentals.
Phillip N. Davidson, CFA, Chief Investment Officer, Global Value Equity
Passive, index-based investing has grown in popularity over the last decade, but built-in momentum bias may be increasing risks.
Rich Weiss, Chief Investment Officer, Multi-Asset Strategies
The fear of an uncontrollable artificial intelligence (AI) is as old as Frankenstein. Here’s why we aren’t worried.
Vinod Chandrashekaran, Chief Investment Officer, Discipline Equity
Find out why we believe that technological change is crucial to improving outcomes in many aspects of life, including investment management.
Greg Woodhams, CFA, Co-Chief Investment Officer, Global Growth Equity
Our update on President Trump’s administration to date: Successes, challenges and open questions from a U.S. growth equity perspective.
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.