The great growth scare of the month of August, which had seen the word recession spread like wildfire, gave way to clear relief. The excessive pessimism we were talking about this summer has been corrected.
On earth as in markets, humans have been trying to domesticate mother nature for their own benefit. But Nature always takes back its place.
At this uncertain stage internationally, are investors overreacting about Europe and potential recession risks?
Our statistical analysis shows that 70% of equity investor risk appetite is defined by global growth, political risk and the FED’s monetary policies.
After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.
Should investors already anticipate the success of policy makers in stabilizing the slowing global economy?
Chief Market Strategist David Lafferty provides his macro-economic outlook and what investors can consider in terms of risks and opportunities in the second half.
Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.
Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.
Two cybersecurity experts offer safety tips and answer questions about breaches, artificial intelligence, hacking, insider threats and data protection.
Biomedical and thermodynamic innovators give first-hand accounts of how they disrupted and transformed their industries and what the future may hold.
Dorval AM's monthly analysis on macro and micro-economics, valuations and market dynamics.
Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.
A look at how funds that rely on hedge fund beta have the potential to provide an additional source of return and portfolio diversification.
A multi-affiliate model of active management with a full spectrum of alternative investments to clients, including both liquid and illiquid strategies.
Jean-Jacques Duhot, of Arctic Blue Capital, an affiliate of H2O Asset Management, reveals why he believes systematic equity is effective at generating positive returns from market trends.
More than ever, 2019 is a year to invest in and for a more sustainable economy.
Although China’s economy holds great promise for investors, it remains to be seen whether it can lead on trade, human rights and climate change issues.
The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
How financial professionals plan to navigate market volatility in 2018 by giving advice from both sides of the brain.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.