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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
Andreas Utermann

The New 'Alphabet' of Investing

10/07/2014

Global CIO Andreas Utermann rounds up the highlights of our most recent Investment Forum in Frankfurt: With the stage set for lower market returns, generating alpha through active management will be essential for capturing outperformance opportunities.

Kristina Hooper

September Jobs Report Won’t Change Tightening Timetable

10/03/2014

Our US Capital Markets Research & Strategy team breaks down the latest employment data and its implications for monetary policy.

Global Strategic Outlook

Timely Insights from Our Global Strategic Outlook

10/01/2014

Every quarter, we publish timely insights into economies, markets and asset classes from our team of investment professionals. Here are our latest views on what’s in store for the global economy, the US, Europe and Asia-Pacific.

Raymond Chan

New ‘Stock Connect’ Platform Set to Boost China’s Markets

09/26/2014

Ready for its October debut, the Shanghai-Hong Kong Stock Connect platform marks a major step toward relaxing capital flows into and out of China, says Raymond Chan, and its expandable platform may lead to more open markets.

Andreas Utermann

What Investors Can Expect After Scotland's 'No' Vote

09/19/2014

Our Global CIO says the British pound’s post-“no” vote rise should be accompanied by a bounce for companies that had been adversely affected by the uncertainty surrounding the referendum on Scotland’s independence.

Product Focus
Glen Dial

Back to the Future

Dialed In to Retirement

10/16/2014

Cherry picking attractive defined-benefit features from the past is a smart move when designing new DC plans. But be wary of placing too much emphasis on highest average account balance—it’s likely to leave some participants in the lurch.

Glenn Dial

The Secret to Plan Success

Dialed In to Retirement

09/17/2014

Marrying income adequacy with a high degree of confidence in hitting participant payout targets is the new benchmark for a winning retirement plan, writes Glenn Dial in his new monthly column.

Glenn Dial

Solving One of the Biggest Retirement Risks You Never Heard Of

08/12/2014

Plan sponsors and their advisors need to be aware of the risks involved in retirement investing—particularly the ones that frequently get overlooked. Glenn Dial outlines why it’s critical to solve for transition risk with an effective strategy.

Andrew Neville

The Additive Effect of Global Small Cap on Portfolios

05/02/2014

Manager Andrew Neville explains the payoff of a strategic allocation to global small-cap stocks, how active managers exploit pricing inefficiency and the benefit of kicking the tires in local markets. Plus, how monetary policy impacts small-cap investing.

Andreas Utermann

Making the Case for More Active Management

Global View

03/18/2014

Global CIO Andreas Utermann says the best thing active managers can do for their clients is be more active. That means focusing on two “sweet spots” to generate alpha: focused stock picking and diversified stock picking.

The Upshot
Kristina Hooper

The Skinny on Fatter Tails for Fed Policy

The Upshot

10/20/2014

Kristina Hooper comments on escalating fears that a slowdown in global growth could hamstring the US recovery and what that means for monetary-policy outcomes in the United States.

Media Center
Walter Price

What's Next for Tech?  

10/22/2014

Portfolio Manager Walter Price puts the concern over stretched tech-stock valuations in perspective: With lower prices, improving profits and higher earnings on the horizon, tech stocks could be set for a rebound.

Walter Price

Tech’s Transformative Effect  

10/22/2014

Portfolio Manager Walter Price discusses how recent high-tech innovations—including social media, mobile connectivity and the shift to cloud computing—are changing the way we live and do business.

Research
Ferdinand Horneck

Global Retail Demand Glowing for LED Bulbs

09/30/2014

With LED light-bulb sales rising and costs falling, Grassroots Research Analyst Ferdinand Horneck says the price tipping point seems to have been reached, a development that bodes well for LED-manufacturing equipment.

Michael Dauchot

Tax Inversions: In Vogue and Under Fire

09/25/2014

A game of virtual brinkmanship has developed between the US government and would-be tax inverters, says Michael Dauchot, but the allure of inversions should sustain continued investment-banking activity despite D.C.’s efforts to thwart them.

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