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Direct Client Investments 1st Quarter Market Commentary

General
Apr 12, 2021

First Quarter 2021 Review The reflationary trade that started in the fourth quarter of last year gained notable ground through the first quarter of 2021. The highly accommodative stance from major central banks has also been instrumental in supporting risk assets this year. We did, however, see more volatility in the first quarter as the […]

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Carolyn N. Dolan
Executive Vice President, Head of US Private Wealth
Joseph A. Abraham
Senior Vice President, Direct Client Investments
Josefa Palma
Assistant Vice President, Direct Client Investments

ESG in Credit Risk and Ratings Podcast

ESG & Impact Investing
Mar 5, 2021

Judy Wesalo Temel, Senior Vice President, Director of Credit Research, spoke with Sixtine Dubost (Principles for Responsible Investment) and Patrick Welch (Kroll Bond Rating Agency, LLC) about how environmental factors affect the probability of default of an issuer or of a bond issue and why their relevance is increasing.

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Judy Wesalo Temel
Senior Vice President, Director of Credit Research

Texas Power Outage

General
Feb 26, 2021

In this commentary, Reese Trucks, Vice President, Credit Research, discusses the recent power outage in Texas and what this means for future policy decisions.

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Reese K. Trucks
Reese K. Trucks
Vice President, Credit Research

Opportunities in UK Real Estate

Alternatives
Jan 29, 2021
3:15

In this short video we outline the opportunities for UK real estate as a result of the radical change that’s happening from Brexit, Covid, climate change and the effects of new technologies transforming our physical environment. We will also explain why investors are buying real estate and where they should be looking in 2021.

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Market Update from the Global Asset Allocation team – January 2021

General
Jan 15, 2021

A tumultuous 2020 came to a close on a positive note amid optimism that the distribution of safe and effective vaccines will revitalize the economy in 2021.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

Strategy Commentaries

Strategy Commentary

Please note that strategy commentaries can now be found on their respective strategy pages under Documents.

Equity strategies
Fixed Income strategies