Tag: Markets and Economy
Why Non-U.S. Equities May Be Poised for Outperformance
In this Q&A, Senior Portfolio Manager Rajesh Gandhi and Senior...
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ES Baker Steel Gold and Precious Metals Fund B Class Factsheets November 2021
The Fund rose +1.7% during the month (B Class), compared...
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Inflation: What if they are Wrong?
Although we share the view that current inflation is transitory,...
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Addressing the Challenging High Standards of High Yield
There are a number of market inefficiencies and structural challenges...
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European Equities: Stock Selection Guided by Razor-Sharp Research will be the Holy Grail
2021 was a year of booming markets which were in...
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Fixed Income Asset Allocation Insights: Market Jitters Shouldn’t Detract from Strong Fundamentals
Most credit markets generated negative total returns in November. At...
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Asia Ex Japan Equity in 2022: Sustainability of Earnings Versus Hope
Even as Covid risks and inflationary pressures loom over Asian...
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Investment Strategy Insights: This Time, Slower Growth in China May Not Trigger ‘Net’ Stimulus
China has had a flair for using periods of strengthening...
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Euro CLOs a Top Pick for 2022
Markets have clearly experienced some periods of volatility this year,...
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