Leading endowments’ emerging markets equity allocations are significantly overweight compared to other investor types. Suny Park, Chief Institutional Client Strategist, compares allocations and regional valuations, and encourages return-seeking investors to revisit their emerging markets equity allocations.
Seth Meyer explains to Citywire why deep fundamental analysis can uncover issuers that provide acceptable risk-adjusted returns while focusing on deleveraging their balance sheet and allocating capital wisely.
Our Fundamental Fixed Income team provides insights on potential investment risks and opportunities, and shares our global outlook for the quarter ahead.
Stephen Deane, Portfolio Manager on the Global Emerging Market Equities team, discusses key observations from a recent trip to China, positioning updates and the importance of employing a risk-aware approach to investing in what can be quite risky markets.
Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.
Read the latest outlook from our experts on what trends and themes investors should watch through the remainder of 2018.
A long-term study into global dividend trends, analyzing dividends paid each quarter by the 1,200 largest firms by market capitalization.
Perkins Chief Investment Officer Greg Kolb shares his equity market insights.
Ben Lofthouse discusses the market rotation in the first quarter, whether recent volatility has affected dividend growth expectations, and his ongoing outlook.
Our experts discuss the questions investors should be asking as global life expectancy continues to rise.
Read why the portfolio managers at Perkins believe that now is the time to consider defensive value strategies, especially within the small- and midcap space.
For thirty years, the Bloomberg Barclays U.S. Aggregate Bond Index (Agg) has been the most widely used proxy for the U.S. fixed income market. Despite the universal acceptance of the Agg, we believe many investors are largely unaware of its construction flaws.
Glen Finegan, Head of Global Emerging Market Equities, believes that in a world driven by short-term news flow, to properly understand investment risk, it is important to step back and consider the powerful and timeless forces that drive human behavior, markets and asset prices.