Will Value Ever Make a Comeback?

Value stocks have lost their luster over the past decade for several reasons, but value investing as a concept is certainly not dead.

An Interesting Equity Opportunity: China A-Shares

We believe China A-shares specialist managers have the potential to add value through stock selection.

Capital Market Assumptions (as of March 31, 2020)

Given the speed of the economic and market shock, we made adjustments to our assumptions to account for the impact of COVID-19, particularly in markets where consensus estimates were clearly stale.

Pandemic Policy Response: Fiscal is Monetary Today

Weak US Dollar Outlook Once Virus Worries Subside

Liquidity Collapse: Why Has It Become So Hard to Trade?

An Update on Our Market Views

2020 and Beyond - Where Will We Find those Returns From?

First Quarter 2020 Market Review and Outlook

Are Global Equities Cheap Enough Yet?

Quarterly Investment Outlook - October 2019

Investment Weekly Market Update 2020

Capital Market Assumptions (as of December 31, 2019)

US Month in Markets - November 2019

US Month in Markets - December 2019

US Month in Markets - January 2020

US Month in Markets - February 2020

Rebalancing: Ignore the Crowd…Follow Your Policy

Downgrading Equities and Portfolio Implications