Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
Fundamentale Aktienanlagen sind die Kunst, mit Unsicherheit umzugehen. Für langfristig orientierte Anleger wie uns geht es darum, sich einen Überblick über die Gewinnentwicklung für mindestens zehn Jahre für die Unternehmen zu verschaffen, die wir in Betracht ziehen.
For the past 15 years, U.S. equity markets have dominated global investing, significantly outperformed the rest of the world and attracted record capital inflows.
Fundamental equity investing is the art of dealing in uncertainty. For long-term investors like us it involves forming a view on the earnings trajectory of any company which we are considering part-owning, for at least a decade to come.
Despite ongoing trade policy uncertainty, the economy has shown resilience. The Broad Markets Fixed Income team explores how this dynamic affected bonds over the last month, and how it could impact future markets.
The Value team has long believed that all investors are subject to behavioral biases. In view of market volatility, the team used a portfolio exercise designed to temper behavioral bias toward loss aversion to bolster their buy-and-sell decisions.
Given protectionism and tariffs, the short-term outlook for electric vehicles may seem uncertain, yet China and South Korea are quietly accelerating in emerging markets and beyond. Amy Oldenburg explains.
