As a member of the UN PRI’s Credit Rating Advisory Committee, research analyst Will Vaughan joined the organization’s head of fixed income as well as ...

We are dedicating our podcasts as a forum to highlight our ongoing Environmental, Social, and Governance (ESG) initiatives within each team’s investme...

Late last year, we proposed the idea of the U.S. trading places with the global economy in 2019. We explain why global growth decoupled from the U.S. ...

Global growth has desynchronized this year, while political trends around the world have become synchronous. Brian Giuliano and Anujeet Sareen, member...

With the return of volatility in the second quarter, we cover some of the key players in the current macro environment: the U.S., emerging markets and...

With the Mexican general election less than a month away, we recap the top three presidential candidates along with the issues that will be driving vo...

Global growth has continued to gain traction in 2018, with the International Monetary Fund (IMF) recently reaffirming its solid near-term outlook. Yet...

When it comes to managing global equities, we believe macroeconomic research and bottom-up fundamental analysis complement each other. Join Jim Clarke...

We’re kicking off the new year by discussing a couple of broad investment themes that could play out during the first half of 2018. Steve Smith joins ...

In our second audio commentary installment, we discuss whether “something is stirring in the Japanese” economy. Listen to Anujeet Sareen and Brian Giu...