Category Archives: Equity

US Equities Outlook

Andrew Acheson is Leader of the US Growth Team. In this video, Andrew discusses his outlook for US Equity markets, including his insights on: 1.) how the recent shift in monetary policy might impact the US Equity markets and 2.) … Continue reading

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Global Equities Outlook

Marco Pirondini is Head of Equities, US. In this video, Marco discusses his outlook for global equity markets, including his ideas on: 1.) expectations for the performance of global equities in a reflationary environment, (2.) the reaction of global equities … Continue reading

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Value Rally to Take Hold Again?

European Value Rally Take 2? After a decade in the doghouse, Value Equities in Europe saw a resurgence of interest last Summer, as bond yields moved higher and investors looked for ways to play the reflationary trade. Given the high … Continue reading

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What’s Driving Global Equities? Earnings and Politics

Between potentially polarizing European elections and tough talk from North Korea, geopolitical risks are on the rise. This is not good news. However, for equity investors, something important is happening to global earnings: they are also on the rise. Not … Continue reading

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Market Values Tighten: What’s Next for US Investors?

Ken Taubes is Chief Investment Officer, US. We continue to believe credit sectors offer modest value compared to government securities. Although global yields have risen from their July lows, many short-term non-US developed market sovereign debt continues to trade at … Continue reading

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