Authors Posts by Dave MacEwen and Victor Zhang

Dave MacEwen and Victor Zhang

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Co-Chief Investment Officers

CIO Insights: China- and Fed-Related Volatility Opens Opportunities for Active Managers

Market volatility stemming from China’s economic slowdown and uncertainty about Federal Reserve (Fed) interest rate policy ties closely to four themes we outlined during...

CIO Insights: We Think the Fed Should Raise Rates

With the Federal Reserve's (the Fed's) overnight interest rate target still extraordinarily low six years after the last recession, rate hike expectations are building. But the...

CIO Insights: Big Moves in Oil and Currencies—Our Take

Recent big moves in the oil and currency markets help illustrate CIO Insights themes we’ve discussed over the past six months regarding global divergence and...

CIO Insights: Risks and Rewards from Normalizing Markets

During the past five years, unusually accommodative monetary policies muted risks and encouraged investors to increase their risk exposure. If the U.S. maintains a path...

CIO Insights: Global Economic Divergence

The U.S. has followed an increasingly more positive, divergent economic growth track this year compared with much of the rest of the world. The...

CIO Insights: A Critical Juncture, and Our Teams’ Outlook

2014 has not met Wall Street’s expectations regarding economic growth, interest rates, the U.S. dollar, U.S. Treasury bond prices, and corporate earnings. Will this divergence...

CIO Insights: Our Teams Explore Market Correlations

In our view, declining correlations support active management as well as our adherence to bottom-up fundamental analysis to select individual stocks on their own...