Investment Professionals

Investment Professionals

Emerging Markets: Active Oversight May Have an Edge

Emerging Markets: Active Oversight May Have an Edge

Adding emerging markets (EM) to a portfolio has its benefits: the potential for high growth as well as adding balance by including investments from...
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...
Evolving the Active vs. Passive Debate

Evolving the Active vs. Passive Debate

The active versus passive debate is again in the spotlight as investors shift assets from active strategies to passive exchange-traded funds (ETFs) and products...
Impact Investing: The Views of Institutional Investors and Financial Intermediaries

Impact Investing: Opportunities for Investors Who Want to Give Back

Impact investing—the idea of doing good while doing well—is a fast-growing category among individual and institutional investors who are embracing the belief that investments...
Thinking Outside the Brick and Mortar with Retail Investments

Thinking Outside the Brick and Mortar with Retail Investments

The holiday shopping season is usually the most wonderful time of the year for retailers. Over the past few years, however, it’s brought attention...
Achieving Growth Via Efficiency

Achieving Growth Via Efficiency

Q1 2017 CIO Insights: U.S. Growth Equity - Mid & Small Cap Podcast In an uncertain environment, we believe it’s important to identify efficient companies that...
Lacking Clarity? Go With What You Know

Lacking Clarity? Go with What You Know

Q1 2017 CIO Insights: Disciplined Equity Podcast An ocean of ink will be spilled trying to divine the Trump policy agenda for trade, international relations more broadly,...
What's Next? Munis React to Trump's Victory

What’s Next? Munis React to Trump’s Victory

Donald Trump’s surprise victory in November caused a swift adjustment in municipal bond (muni) prices, as the market factored in the president-elect’s policy proposals....
Actively Managing Risks of Rising Rates

Actively Managing the Risks of Rising Rates

Q1 2017 CIO Insights: U.S. Value Equity Podcast The Federal Reserve held interest rates at abnormally low levels for several years, which restrained bond yields and...
Emerging Markets: Looking Beyond the Challenges of 2016

Emerging Markets: Looking Beyond the Challenges of 2016

I was on the phone with my mother discussing the holidays and the conversation turned into a discussion of 2016. Three minutes into our conversation,...

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