Tags Global equity

global equity

Riding the Trump Rally, but Prepping for the Trump Reality

Riding on the Trump Rally, but Prepping for the Trump Reality

Podcast Q2 2017 CIO Insights - Global and Non-U.S. Equity In the four-plus months since Donald Trump’s election, many investors have benefited from the “Trump Rally.” But, recently some have begun to question if the post-election run is...
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 decision to exit the European Union had a limited impact...
Global Markets at a Crossroads Leading Up to the U.S. Election

Global Markets at a Crossroads Leading Up to U.S. Election

Q4 2016 CIO Insights: Global and Non-U.S. Equity Podcast While the run-up to any U.S. presidential election tends to increase uncertainty as well as market volatility, the outcome of this year’s election appears to be worrying...

Global Equity Outlook for 2016: What to Look For

The return of volatility and the uncertainty surrounding growth in China appear to be investors’ top concerns as we head into a new year. Read the full Q1 2016 Global Equity Outlook. After six years of...

CIO Insights: Recent Volatility Presents Opportunities for Value Investors

Recent global market volatility, sparked by July’s sell-off in Chinese equities and the Chinese government’s multifaceted response, underscored the extent to which the world’s markets are now interdependent. Uncertainty about the sustainability of China’s growth roiled global...

CIO Insights: Keeping an Eye on China, But Maintaining our Investment Process

Recent market volatility spooked investors, but we believe there are still opportunities to be found in the world’s second-largest economy. The market meltdown in late August brought on by concerns about China’s slowing growth caught...

Q3 2015 Global Equity Outlook: Global Investors Looking to the Fed

Speculation about whether, when, and how much the U.S. Federal Reserve (Fed) might move hangs over the U.S. markets and, by extension, international markets as well. It is reasonable for investors to be concerned that the...

CIO Insights: Normalization Creates Global Opportunities

It appears we have reached an inflection point in the global equity markets. After a challenging year, many global investors expect a return to the higher levels of volatility and more muted returns that...

Q1 2015 Global Equity Outlook: Shifting Global Conditions

Two major news items dominated events this past quarter. The collapse of oil prices and the further decoupling of the recoveries of the U.S. and the other global economies captured investors’ interest and drove...

Q4 2014 Global Equity Outlook: A Tale of 200 Cities

The big story as we enter the last quarter of 2014 is that there isn’t one story, but many. Conditions in world markets are influencing local economic results directly and creating a collection of...