Authors Posts by Dave MacEwen and Victor Zhang

Dave MacEwen and Victor Zhang

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Co-Chief Investment Officers
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...

Q&A: Our Views on the Fed’s Rate Hike

Q: The Federal Reserve (the Fed, the U.S. central bank) just raised its short-term interest rate target for the first time since 2006. What’s...

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...