2016

How We Navigated Election Night Turmoil

Alternative Team Perspectives by David O’Donohue
November 11, 2016

In our market neutral approach, the work of hedging around a major event begins days, weeks or even months before. The U.S. presidential election provides a case in point.

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Thoughts on the Market In Light of Election Results

Global Long/Short Team Perspectives by Michael Grant
November 9, 2016

Populism has won, suggests the election of Donald Trump. Health care reform, infrastructure and defense spending and a bond market sell-off are among the likely policy consequences.

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Philippines: Increasing Economic Freedoms Set the Stage for Growth

Global Equity Team Perspectives by Nick Niziolek, CFA
September 15, 2016

Thailand is in the midst of a transitional period that calls for added attention to risk management. Still, signs of progress in economic reforms suggest that the country may be approaching an inflection point that creates increased investment opportunity.

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Thailand: Referendum Results and Fiscal Policy Support Green Shoots

Global Equity Team Perspectives by Nick Niziolek, CFA
September 6, 2016

Thailand is in the midst of a transitional period that calls for added attention to risk management. Still, signs of progress in economic reforms suggest that the country may be approaching an inflection point that creates increased investment opportunity.

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India: Tax Reform Paves the Way for Investment Opportunity

Global Equity Team Perspectives by Nick Niziolek, CFA
August 31, 2016

India has embarked upon economic reforms that we believe can fuel country’s economic recovery. These include a simplified tax that looks set to boost the growth prospects of companies in many industries.

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The Convertible Trifecta, Revisited

Convertible Perspectives by Scott Henderson, CFA
August 23, 2016

We see continued upside opportunities in convertible securities but there may be greater disparity in returns, supporting the need for selectivity and active management.

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