Commentary: Refiguring 60/40 – investing in a world of ultra-low rates
December 12, 2019 10:59:16 AMThe late-cycle exuberance typically evident in risky assets is notable by its absence, while bubbles appear to have formed in safe assets.
Commentary: Navigating late cycle requires managing outside the mean
October 31, 2018 01:00:00 AMNavigating late-cycle investing doesn't mean avoiding risk but it does require formulating strategies that take into account unexpected threats.
Commentary: Turn off auto-pilot to seize opportunities in this late economic cycle
December 04, 2017 12:00:00 AMInvestors in search of growth opportunities should look to emerging market economies, which are growing at a faster pace than the developed world.
Asset owners face daunting path from continuing central bank challenges
November 28, 2016 12:00:00 AMIf we look past the market's most recent fixation on the possibility of fiscal stimulus, there's little to distinguish today's environment of sluggish growth and pedestrian returns from the similarly predictable rhythm of the past few years. But these unchanged conditions are deceptive and mask a period that's been characterized by groundbreaking monetary policy decision-making that has contributed to the paradoxes of our times.