Insights

68 news articles are available

July - Aug Cross Asset
07/12/2022 Cross Asset

The Emerging Markets Hurdles

The greater the gap between what central bankers say and what people believe, the higher may be the cost of bringing inflation under control since significant monetary policy tightening will be needed to rein in expectations about how fast prices will rise. The current collective memory has instead been shaped by an environment where central banks were more concerned about undershooting their inflation targets and were free to act to support growth.

ActiveManagmentEquity
06/28/2022 Equity

Why Now is the Time for Active Management in US Equities

As we depart an era of low inflation and easy access to capital and enter a period marked by higher inflation, higher commodity prices, and higher interest rates, we believe the market has already begun  to rotate out of the narrow cohort of mega-cap growth stocks that have been leading the market.  We believe active managers may benefit from this shift as excessive concentration levels in US equities unwind, providing greater market breadth. 

July 2022 GIV
06/28/2022 Global Investment Views, Equity, Fixed income

The Desynchronization of the Cycle

Dramatic price action has taken place over the past weeks in equities and bonds, following hot inflation prints, central bank actions and rising concerns over economic growth. Against this still highly volatile backdrop, investors should stay diversified and avoid adding risk as the market repricing, although advanced, is not over yet. This is the time to move towards high-quality areas and resilient business models that can preserve margins.

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