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Focus on the Climate, Not the Weather
Now that equity markets are off to a roaring start in 2019, various market pundits are coming out with some very specific forecasts. We prefer to focus on the climate. CIO Bob Browne explains.
- Predicting the Future
- Find a nice climate
- A Nice Climate for Taking Risk
Bob Browne, CFA
Chief Investment Officer
July 1, 2019
Central banks across the world have either started easing monetary policy or signaled they will do so soon. We believe this is the advent of a global easing cycle. Chief Investment Strategist EMEA & APAC Wouter Sturkenboom explains.
February 4, 2019
The Federal Reserve meeting last week represented a monumental outlook shift compared to just six weeks ago. As we see it, the Fed's next move could just as likely be a rate reduction. Colin Robertson explains.
July 22, 2019
Most active managers underperformed their benchmarks in the first half of 2019. The media has chalked this underperformance up to shoddy sources of alpha and overbought investment strategies. We feel this view is shortsighted. Head of Quantitative Strategies Michael Hunstad explains.