This bulletin discusses the improving conditions in emerging markets and how investors should consider whether they have appropriate exposure to this emerging-market rebound.READ MORE
Accepting a lower expected return is not just an unfortunate ancillary consequence to ESG (Environmental, Social, and Governance) investing, it’s precisely the point.READ MORE
Here are three reasons to stop discounting European stocks: green shoots, growing bottom lines, and good value.READ MORE
A quick survey of the economic landscape suggests the environment should remain supportive of stocks and other risk assets, at least over the next six to 12 months or so. But we continue to believe high current valuations will be a major headwind to U.S. stock market returns looking out longer term. Our portfolios are prepared for higher volatility, and we remain confident in our positioning and in our investment process. Our focus is on prudently managing our diversified portfolios to achieve long-term, risk-adjusted returns.READ MORE
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