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Our portfolio managers are among the brightest investment minds in the industry. They provide timely and insightful commentary on the financial markets, the economy and global policy and are astute at finding investment opportunities in all market climates, particularly a nominal return environment.



 
Market Insights
Project M

Birth Year Beats Data in Personal Asset Choices

05/16/2016

Recent studies show how the era people grow up in can affect their investment choices. For example, Depression babies avoided stocks, Generation X favors them and the latest generation is shunning stocks once again. Project M explains.

What's New in the DOL's Final Rule?

05/13/2016

Peter Lefkin and Bradford Campbell have been scrutinizing the US Department of Labor's fiduciary duty rule ever since it was first proposed last year. Find out what changed in the final rule—for better and for worse—and why it matters to advisors.

Raymond Chan

Keys to the New 'Mega Plan' Guiding China to 2020

05/12/2016

China's new Five-Year Plan is focused on the quality of the country's growth, not the speed, and on central government-directed planning. CIO Equity Asia Pacific Raymond Chan outlines five key policy targets that are worth investors' attention.

Neil Dwane

More Volatility Hits Markets as Growth Remains Dull

05/12/2016

Neil Dwane says investors should expect growth to remain slow, low and fragile, and expect volatility to continue buffeting the markets. To make the most of this environment, take an active approach to stock selection and asset allocation.

employment report

Mixed April Jobs Report Offers Little Fodder for Fed

05/06/2016

Our US Capital Markets Research & Strategy team says the mixed April jobs report reduces the likelihood the Fed will raise rates in June, making the economic releases between now and then all that more meaningful.

Product Focus
Sector Investing Solutions

5 Sector Investing Solutions

05/26/2016

Sector investing can be an excellent way to pursue global growth opportunities and add diversification. To help you take advantage of timely sector-investing trends, take a look at the following sector-based funds.

Glenn Dial

Top 5 Takeaways from the New DOL Rule

Dialed In to Retirement

05/19/2016

Now that the Obama administration has imposed its final fiduciary rule, financial advisors must interpret and implement this regulation in all its complexity. Glenn Dial cuts to the chase with five key takeaways from the enormous 923-page document.

Glenn Dial

Transition Risk Transforms Retirement

Dialed In to Retirement

03/17/2016

For retirement investors leaving the workforce in the next year, 2016 is shaping up to be a tricky time to make the transition. Glenn Dial says heightened volatility could cause many to wonder how they can be so close to retirement—but feel so unsettled.

Glenn Dial

The Biggest Retirement Issue in 2016

Dialed In to Retirement

01/22/2016

Financial advisors and retirement planning specialists are facing potential regulatory changes that could transform just about every aspect of their business. Here's what you should be looking out for with the DOL's proposed fiduciary duty regulation.

Glenn Dial

Filling the Void in QDIA Selection

Dialed In to Retirement

11/19/2015

With a growing chorus of voices asking the DOL to help fiduciaries pick better default options—plus a tough new report from a government watchdog group—Glenn Dial previews a new tool that can factor demographics into optimized glidepath selection.

The Upshot
Kristina Hooper

Will the Fed Drive With Both Feet on the Pedals?

The Upshot

05/23/2016

The potential for a June rate hike is higher than many market participants believe, says Kristina Hooper. But summer tightening could still be part of an overall benign monetary policy, given the possibility of a "gas-brake-gas-brake" rate-hike cycle.

Media Center
Kristina Hooper

Fed Opens Door to June Rate Hike  

05/05/2016

The Fed is holding steady for now, but maybe not for much longer. US Investment Strategist Kristina Hooper parses the latest FOMC statement and discusses its impact on interest rates, investors and the dollar.

Andreas Utermann

Negative Rates—What Comes Next?  

03/11/2016

Global CIO Andreas Utermann tells Bloomberg that central banks are running out of policy options as QE, zero rates and now negative rates all fail to spur growth.

Research
Joey Wong

China Seeking Foreign-Exchange Stability

05/16/2016

China is implementing numerous administrative measures to stabilize its level of foreign-exchange reserves, writes Grassroots Research℠ Analyst Joey Wong. This should lend support to the renminbi and to market sentiment in general.

Mind Over Markets

How Behaviors and Biases Impact Markets

04/22/2016

Human behaviors and biases have a tremendous impact on market performance. In a new paper, the Systematic team looks into behavioral biases exhibited by four key market participants: investors, company management, sell-side analysts and regulators.

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