Latest Insights
Fed Up? The fallout from overly sweetened monetary policy
Portfolio Managers Dan Siluk and Jason England believe that the tide may have turned and that financial markets are forcing the hands of global central banks to react to brewing inflation.
Global dividend payouts reach Record Q3 high
Dividends jumped by a record 22% to reach $403.5 billion – an all-time high for the third quarter.
COP26: reflections, responsibility and legacy
In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.
COP26 week two: coal, carbon-trading and climate change funding
During the second week of COP26, delegations have delved into more detailed talks as they seek to make progress before the conference’s close on November 12.
COP26: “Finance Day” commitments amid greenwashing backlash
The latter half of week one at COP26 focused on the finance industry’s role in reducing emissions, including potential impending reporting and regulatory requirements.
COP26: Deforestation, Methane Emissions and Decarbonization in Focus
COP26 so far has seen a focus on deforestation, the reduction of methane emissions and decarbonization of steel production and coal usage
COP26: what it is and why it matters
Why this year’s conference has been given such high attention from the media and our clients, who plans to be there, and why it matters.
Sustainable investing gets active
We believe active managers are in a position to drive positive change amid the shift to sustainability.
The taper is (almost) here: what it means for bond investors
The imminent arrival of tapering by the US Federal Reserve amplifies challenges facing bond investors.
Taking cues from a “methodical” Fed
With valuations high and the global economy reopening, fixed income portfolio managers Dan Siluk and Jason England argue that investors should take a methodical approach in assessing what is next for the bond market.
Market and economy are giving Fed what it wants
Greg Wilensky and Jason England explain that even with an update to its interest rate projections that is perhaps overdue, the Fed can afford to be patient.
The market’s tug-of-war
Portfolio Manager Doug Rao explains why stock valuations and interest rates are engaged in an ongoing tug-of-war as investors evaluate the potential breadth and depth of the economic recovery.