Content (179)
-
White papersFixed Income Investment Outlook - 2Q 2021
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.
-
White papers
Striving for a Net-Zero Investment Climate
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.
-
White papers
Japan Could Win a Medal in the Recovery Race
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.
-
White papers
The Temperature’s Rising
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?
-
White papers
Sustainability in a World in Transition
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.
-
White papers
Data Science Through the Crisis
Judicious use of data has provided key insights into the pandemic, the economy and businesses.
-
White papers
Covid-19 Update: Emerging from a Pandemic rarely happens in a Straight Line
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.
-
White papers
How to Sustain Sustainability
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.
-
White papers
COVID-19 Update: Good News, Bad News
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.
-
White papers
What Happens When the Game Stops?
Valuations are stretched, but speculative option trading may not necessarily be a sign of widespread, unsustainable froth.
-
White papers
Catastrophe Bonds: Natural Diversification
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.
-
White papers
Fixed Income Investment Outlook 1Q 2021
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.
