Perspectives

7/17/2017

Investable Theme: Increasing web use in China

John Maxwell and Catherine Murray, portfolio managers of the International Core Equity strategy, believe an increase in Chinese internet usage will benefit select companies that have dominant market share or are well positioned for increased usage through their online platforms.
7/6/2017

Midyear Global Market Outlook 2017

Global markets remain strong after growing steadily this year and reaching new highs in U.S. stock indexes. What might investors expect for the remainder of the year?
6/20/2017

A time to be selective in the energy sector

We believe a selective approach to the energy sector is important now, but do not advocate broad exposure across the industry in the current environment.