Authors Posts by Dave MacEwen and Victor Zhang

Dave MacEwen and Victor Zhang

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Co-Chief Investment Officers
An Eye on Opportunity in an Era of Uncertainty

An Eye on Opportunity Amid Evolving Themes

Podcast Heading into the second half of 2017, we see important themes driving the markets. Valuations are a concern as key equity indexes trade at...
Risk-Market Rallies Meet Policy Implementation Realities

Risk-Market Rallies Meet Policy Implementation Realities

Risk markets, including stocks and high-yield bonds, have rallied strongly on the pro-growth promises of Trumponomics—President Trump’s fiscal, regulatory, and trade policy proposals. But...
2017 Outlook: Preparing for Uncertainty and Volatility in a Post-Election World

2017 Outlook: Preparing for Uncertainty and Volatility in a Post-Election World

Podcast Presenting a 2017 outlook is impossible without discussing Donald Trump’s victory, the Republican majority in Congress and what these developments could mean for the...

Decision 2016: Uncertainty and Long-Term Implications

Donald Trump’s election is the latest in a string of events showing popular discontent with current global political and economic models. We’ve seen this...
Election Decision 2016: Stay the Course

U.S. Election Results Roil Global Markets

As of U.S. market open. Donald Trump’s surprising U.S. presidential election win has disrupted global markets. In an unlikely outcome, Republican Donald Trump is the...
Global political, emotional undertones contributing to unusual market behaviors

Global Political, Emotional Undertones Contributing to Unusual Market Behavior

Q4 2016 CIO Insights Podcast An unusual combination of risk-on and risk-off behavior has pervaded the capital markets, reflecting, in part, uncertainties about the political and emotional undertones...
The economy is truly global

CIO Insights: The Economy Is Truly Global

Podcast Global events—including the United Kingdom’s vote to exit the European Union—are playing a greater role in driving all markets and economic policies than in...
Brexit - Leave

Our Views on the Brexit Vote

Voters in the United Kingdom (U.K.) have chosen to leave the European Union (EU). We believe this “Brexit” decision will have profound effects on...

CIO Insights: This Is What a Normal Market Cycle Looks Like

One of our CIO Insights themes in recent quarters has been market normalization—more volatility and risk as the U.S. Federal Reserve (Fed) withdraws monetary...

CIO Insights: 2016 Outlook – Continuing Our Four Themes, in a...

With most market attention focused specifically on Federal Reserve (Fed) interest rate policy and China’s growth, we still believe four broad themes we’ve highlighted...