Return to the ‘New Normal’
As we're now in mid-April, it seems like a good time to refresh on what has happened in markets over the last year or so and also share some thoughts on what things may look like as the world makes its return to the 'new normal'.
Cyclicals vs Defensives
As we approach earnings season, we take this opportunity to look at the outperformance of cyclical versus defensive names.
Peter’s ABCs on Fees. Ep 2: An Industry Designed to Fail
In the second episode of our #ABCsOnFees series, Peter Kraus explores why the industry is designed to fail.
European Markets Update
The first quarter of this year was eventful to say the least, but the question now is where are we heading next?
Peter’s ABCs on Fees. Ep 1: The Squeeze on Fees
In the first episode of our #ABCsOnFees series, Peter Kraus takes a closer look at the squeeze on fees. What are the implications for investors and are lower fees always better?
Peter’s Weekly Market Recap
With the one-year anniversary of the Covid-19 market bottom this past week, what are some of the learnings and conclusions of this crisis?
Peter’s Weekly Market Recap
The US is expected to see GDP growth of almost 10% in the first quarter. What does that growth mean and how might it impact financial markets?
National People’s Congress
Portfolio Manager Bill Kornitzer shares his thoughts on budget deficits, local government bonds, and other highlights that were discussed at the National People's Congress of China.
Market Spotlight: Global Credit Q1 2021
CIO Simon Thorp reviews potential risks and rewards in global credit