Philosophy   |  Strategies  |   Investment Team  |   Multimedia  |   Podcasts  |   Blogs
Jun 21, 2017 | Allan Maclean-Howard
Signature

Investors continue to be faced with heightened political, geopolitical and macroeconomic uncertainty. Yet one market metric that is frequently used to gauge market volatility, the CBOE Volatility Index (ticker: VIX), seems to be showing this to be the quietest of times.

... read more

Jun 02, 2017 | Alexandra Florescu
Signature

?The truth will set you free, but first it will make you miserable.?

... read more

May 04, 2017 | Hoa Hong
Signature

Co-author: Carson Tong 

... read more

Apr 26, 2017 | Fernanda Fenton
Signature

Thirty years of EM debt: The growth of an asset class

... read more

Mar 17, 2017 | Paul Borean
Signature

For all the focus on political wind changes, one constant in the background is that there is limited appetite for additional monetary stimulus across major developed market central banks. Fiscal and monetary policies have linkages, with changes in one having cyclical implications for the other. We briefly examine some highlights from the North American policymaking sphere, including aspects of how we are presently positioned in light of the balance of risks to the outlook.

... read more

Mar 10, 2017 | Jean-Philippe Bry
Signature

The market is fretting over a possible Le Pen victory in France?s presidential elections scheduled in April and May 2017.  Markets are nervous and sovereign spreads on French government bonds recently reached a 4-year high (see graph below).

... read more

Feb 21, 2017 | Kamyar Hazaveh
Signature

Highlights from the Global Fixed Income Webcast

On February 16, 2017, we hosted a webcast on the fixed income outlook, positioning and performance.

Here are the highlights:

Looking at the global markets from a cyclical lens

... read more