Due Diligence… A Stable-Growth Environment: Value is Likely to Perform Better 23 Mar 2016 For many value-oriented investors, the last five years have been a challenging period given an elevated macroeconomic risk and bouts of volatility, backdrop of the low growth and structural change…
Market Commentary The Way the Asset Management Business Has Changed 15 Mar 2016 There are currently 4,406 actively managed equity mutual funds managing about $5.9 trillion. From the start of 2009 through December 2014, domestic equity mutual funds have seen net outflows of…
Fixed Income… Macro Themes and the Implications: Time to Pay Attention to Global High Yield Strategy (I) 15 Mar 2016May 19, 2016 Key Macro Themes and the Implications Low inflation: Inflation is low but it does not mean inflation is zero. The slow growth in global economy keeps inflation subdued even as…
Asset Allocation… Market Commentary – January 2016 2 Mar 2016March 2, 2016 Developed Market Debt Develped market yield fell sharply across the curve on global growth concerns, low inflation expectations as a result of lower commodity prices and continued anxiety over the…