Insights and Outlook

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.
6/9/2017

What’s the impact of the surprising UK election?

The results of the United Kingdom’s (UK) general election are a bit of a shock, as the ruling conservative party led by Prime Minister Theresa May lost its majority, winning only an estimated 318 seats in Parliament, versus a needed majority of 326 seats. The UK pound fell by nearly 2%.
5/8/2017

Macron win means no “Frexit”

Emmanual Macron’s presidential election win is likely to make Europe overall more attractive to investors.
2/2/2017

Investable Theme Opportunities Increasing for Small Caps Tied to Defense Spending

We think there are five key ideas to keep in mind as we enter 2017.
2/2/2017

Five reasons to choose energy in 2017

We think there are five key ideas to keep in mind as we enter 2017.
12/7/2016

2017 OUTLOOK: Change on the horizon

It's not unusual for a new year to bring changes. But 2017 may be particularly noteworthy.