Insights
2024 Sustainability Report
Other Insights
COVID-19 Video Update by Candice Bangsund
Candice Bangsund, Vice President and Portfolio Manager, Global Asset Allocation talks about the latest turmoil in financial markets as well as their outlook and strategy looking forward.
Covid-19: Are Emerging Asian Markets Ahead of the Curve?
Anindya Chatterjee sheds light on the performance divergence in emerging market economies and provides an updated outlook on Asia based on the team’s current research in this short video.
Learn more Covid-19: Are Emerging Asian Markets Ahead of the Curve?
Municipal Market Volatility and Liquidity Amid COVID-19
We discuss the significant illiquidity in the Municipal Bond Market.
Learn more Municipal Market Volatility and Liquidity Amid COVID-19
TIPS Break-Evens to Feds: Ease again and Stimulate
We believe the collapse in inflation expectations yesterday, as well as the drop in stocks, sends the Feds an important message: if you want to fight deflation, it’s time to stimulate again…
Learn more TIPS Break-Evens to Feds: Ease again and Stimulate
Crisis in Confidence Roils Financial Markets
When it rains, it pours. In an extremely erratic start to the week, financial markets are in full-on risk-off mode…
Strategy Commentaries
Please note that strategy commentaries can now be found on their respective strategy pages under Documents.
Equity strategies
Fixed Income strategies