Content (179)

  • Fixed Income Investment Outlook - 2Q 2021

    White papers

    Fixed Income Investment Outlook - 2Q 2021

    2021-04-09T14:23:00Z

    The fixed income world is beginning to undergo a multiyear transition as aggressive monetary accommodation and government spending across key economies drive higher near-term economic growth rates. 

  • Striving for a Net-Zero Investment Climate

    White papers

    Striving for a Net-Zero Investment Climate

    2021-04-09T14:19:00Z

    With climate change continuing to be a predominant issue impacting the globe, investors have been increasingly considering net-zero carbon emission approaches during portfolio development. 

  • Japan Could Win a Medal in the Recovery Race

    White papers

    Japan Could Win a Medal in the Recovery Race

    2021-04-09T14:01:00Z

    A strong manufacturing base and changing attitudes toward shareholder value could mean the world’s capital heads to Japan, even if the world’s sports fans cannot.

  • The Temperature’s Rising

    White papers

    The Temperature’s Rising

    2021-04-09T13:50:00Z

    As Treasury yields climb and assets geared to the recovery race ahead, the Asset Allocation Committee asks, Will the economy overheat, and should investors rebalance?

  • Sustainability in a World in Transition

    White papers

    Sustainability in a World in Transition

    2021-04-06T10:40:00Z

    We believe that 2020 marked an important turning point for companies and investors alike. Not only are sustainable criteria becoming ever-more important for investors, rapid societal and technological change is driving a corporate evolution. This is creating disruption across a number of key areas generating opportunities for active managers.

  • Data Science Through the Crisis

    White papers

    Data Science Through the Crisis

    2021-04-05T14:16:00Z

    Judicious use of data has provided key insights into the pandemic, the economy and businesses.

  • Emerging from a Pandemic rarely happens in a Straight Line

    White papers

    Covid-19 Update: Emerging from a Pandemic rarely happens in a Straight Line

    2021-04-01T13:56:00Z

    In an effort to bring timely insights during these uncertain times, we are pleased to share an update from Terri Towers, PhD, Senior Healthcare Analyst, who shares her views on the COVID-19 (“Coronavirus”) pandemic.

  • How to Sustain Sustainability

    White papers

    How to Sustain Sustainability

    2021-02-09T11:02:00Z

    With sustainable investment approaches getting more popular across the globe, some investors inevitably question whether they could be potentially compromising the performance of their investments for the sake of good citizenship.

  • COVID-19 Update - Good News, Bad News

    White papers

    COVID-19 Update: Good News, Bad News

    2021-02-05T16:42:00Z

    In an effort to bring timely insights during these uncertain times, we are pleased to share an update from Terri Towers, PhD, Senior Healthcare Analyst, who shares her views on the COVID-19 (“Coronavirus”) pandemic.

  • What Happens When the Game Stops?

    White papers

    What Happens When the Game Stops?

    2021-01-31T16:52:00Z

    Valuations are stretched, but speculative option trading may not necessarily be a sign of widespread, unsustainable froth.

  • Catastrophe Bonds - Natural Diversification

    White papers

    Catastrophe Bonds: Natural Diversification

    2021-01-29T16:31:00Z

    Following another eventful year in reinsurance, we offer a primer on catastrophe bonds—a growing and genuinely diversifying asset class that we believe is attractively valued.

  • Fixed Income Investment Outlook 1Q 2021

    White papers

    Fixed Income Investment Outlook 1Q 2021

    2021-01-29T14:08:00Z

    After a year of profound economic and market turbulence, we anticipate improving global growth in 2021. Accelerated vaccine distribution should allow for wider reopening, while the release of pent-up demand and ongoing monetary support will likely help drive renewed expansion.