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Tag: Markets and Economy

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Emerging Markets Spotlight

The opportunity within emerging markets is more compelling than the...

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Santa is a Hawk

We want to thank our readers for their attention and...

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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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December Op-Ed – Omicron and Macro

Key points   Omicron seems to be less severe, but...

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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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