Investment Professionals

Investment Professionals

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,...
Refocus on Fundamentals and Risk

Refocus on Fundamentals and Risk

Q1 2017 CIO Insights: Asset Allocation In our opinion, changing economic, market and political conditions introduce more uncertainty into markets than in recent years. Essentially ever...
Trump Policies and Current Market Trends

Trump Policies and Current Market Trends

Q1 2017 CIO Insights:  U.S. Large Cap Growth Equity In this edition of CIO Insights, we identify several considerations that may be important for investors...
2017 Outlook: More Fed Rate Hikes, Fiscal Stimulus and Higher Inflation Expectations

More Fed Rate Hikes, Fiscal Stimulus and Higher Inflation Expectations

Q1 2017 CIO Insights: Fixed Income As our Global Macro Strategy Team looks ahead to 2017, we believe the election of Donald Trump unleashed forces that...
Unexpected Outcomes Reinforce the Need to Consider Company Fundamentals

Unexpected Outcomes Reinforce the Need to Consider Company Fundamentals

Q1 2017 CIO Insights: Global and Non-U.S. Equity Several of the major events that rattled global markets this year continue to sow uncertainty as we...
2017 Outlook: Preparing for Uncertainty and Volatility in a Post-Election World

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

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...
Central Bank Moves and the Global Economy

Central Bank Moves and the Global Economy

What will the U.S. Central Bank do next? The answer to that question used to be easy. For most of my career, we would...
Beyond Labels: Issues in Target-Date Fund Evaluation and Selection

Issues in Target-Date Fund Evaluation and Selection

The investment community has made significant strides in understanding and evaluating target-date fund (TDF)1 strategies over the past decade. Now, however, we have reached a...
Market Resiliency in Brexit’s Wake

Market Resiliency in Brexit’s Wake

The equity market showed surprising resiliency in the third quarter, even in the face of unexpected political changes. Case in point: The UK’s unexpected...
Finding Opportunity in Turbulence

Finding Opportunity in Turbulence

Turbulence isn't normally something people think of favorably. But in our area, value equities, turbulence gives us opportunities that wouldn't otherwise exist. Take Brexit, for...

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