| Market Pulse • 23-Jun-2022 | |
The Fed Cannot Contain Inflation Alone – Fiscal Policy Is Required
Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his views on inflation.
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| INSIGHT VIDEO • 01-Feb-2022 | |
Emerging Markets Leaders Update – with Vishal Gupta
Vishal Gupta
Vishal Gupta, Emerging Markets Leaders Portfolio Manager, discusses the domestic growth opportunities in China and localization ideas in India.
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| INSIGHT VIDEO • 31-Jan-2022 | |
Emerging Markets Leaders Update – with Vishal Gupta
Vishal Gupta
Looking back at 2021, Vishal Gupta, Emerging Markets Leaders Portfolio Manager, shares themes selection, performance review and discusses ESG.
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| Market Pulse • 13-Jul-2021 | |
Beyond Diversification: The Case for Active Multi-Asset Funds
Andrew Harmstone,
Manfred Hui
There are two keys to managing a multi-asset portfolio successfully: One, a manager must be truly active, and two, they must manage to a volatility target, not a benchmark. The Global Balanced Risk Control team discusses.
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| Market Pulse • 30-Jun-2021 | |
The Policy Puzzle: Procyclical or Countercyclical
Jim Caron
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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| Market Pulse • 29-Jun-2021 • 4:29 Min | |
Why the Commodity Boom Can Last
Jitania Kandhari
Jitania Kandhari, Co-Lead Portfolio Manager of the Active International Allocation Strategy and Head of Macro and Thematic Research for the Emerging Markets Equity Team, thinks the recent surge in commodity prices has years to run.
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