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  • By news type: insight, press release, reprint
  • By topic: Barron's, Europe, muni
  • By date: 06/01/2015, 2015
DateTypeTitleAuthorTeam
06/19/2019InsightStimulus: Please, policymakers, can we have some more? – Fixed Income Strategic ForumBrett LewthwaiteAustralian Fixed Income
06/12/2019InsightRecharging the auto market: Electric vehicles offer opportunities in AsiaTae Hee Kim
05/09/2019InsightAlternative exposuresStefan Löwenthal
05/02/2019InsightIt’s an EM small-cap world, after all
04/15/2019InsightAre emerging markets emerging from the turmoil?Stefan Löwenthal, Juergen Wurzer, Alex Kozhemiakin, Gabriel WallachGlobal Ex-US Equity
04/11/2019InsightMunicipal market review: A strong startGreg GizziFixed Income
04/05/2019InsightIs the new Goldilocks for real?Stefan Löwenthal, Juergen Wurzer
03/31/2019InsightAre minimum volatility and quality the same or different?
03/04/2019InsightWhat happens to US rates during a Fed pauseEric Frei, Brian M. ScottoFixed Income, Corporate Bonds, High Yield and Bank Loans, US Core Fixed Income, US Diversified Fixed Income
02/27/2019InsightAwakening the dragonJoseph DevineGlobal Ex-US Equity
02/27/2019InsightTaxable municipal bonds: Finding new growthGreg GizziFixed Income
02/19/2019InsightFixed Income Strategic Forum: Take your cues from the tide, invest with the flowBrett LewthwaiteAustralian Fixed Income
02/08/2019InsightWe are bullish on growth investingAlex ElyUS Small Mid-Cap Growth Equity
01/28/2019InsightSong remains the same in 2019? We think not.Michael G. Wildstein, Wayne A. Anglace, William E. Stitzer Fixed Income, Corporate Bonds, High Yield and Bank Loans, US Core Fixed Income, US Diversified Fixed Income
01/04/2019InsightGlobal multi-asset outlook: Can investors overcome barriers in 2019?
12/20/2018InsightAsia in 2018John Bugg, Manish BishnoiAsian Listed Equities
12/19/2018InsightWill supply-demand continue to be a key factor for taxable municipals in 2019?Greg GizziFixed Income
11/19/2018InsightDemand for US private placements remains highAlexander Alston, Frank G. LaTorraca Private Placements
10/19/2018InsightIs your liquidity just a mirage?David HannaFixed Income
10/16/2018InsightFixed Income Strategic Forum: Divergent global performance is like ”musical chairs”Brett LewthwaiteAustralian Fixed Income
09/24/2018InsightArtificial intelligence: rise of the machinesSam Ruiz
09/21/2018InsightReflections 10 years on: Top 5 investing lessons from the global financial crisisBrett LewthwaiteAustralian Fixed Income
09/21/2018InsightIs the emerging market story over
09/18/2018InsightDespite trade concerns, value in international equities still on the horizon
08/21/2018InsightWhat equities might have left to give in 2018Christopher S. Beck, Kent P. Madden, Alex Ely, Sharon Hill, Stefan LöwenthalUS Small Mid-Cap Value Equity, US Small Mid-Cap Growth Equity
08/16/2018InsightValue remains after investment grade credit selloff, but security selection is crucialMichael G. Wildstein, Wayne A. Anglace, William E. Stitzer Fixed Income, Corporate Bonds, High Yield and Bank Loans, US Core Fixed Income, US Diversified Fixed Income
07/13/2018InsightUS taxable municipal bonds: Still an opportunityGreg GizziFixed Income
06/25/2018InsightIn China, technology sector supports an ecosystem for growthJeffrey S. WangEmerging Markets
06/19/2018InsightSynchronised and stronger? Alas, no longerBrett LewthwaiteAustralian Fixed Income
06/15/2018InsightIn Japan, active investing amid mixed macro signals
06/04/2018InsightA series of unfortunate events for the US dollar: Will hedge costs end the Trump dollar slump?Sean M. SimmonsCorporate Bonds, Fixed Income, High Yield and Bank Loans, US Diversified Fixed Income
05/22/2018InsightThose who forget are destined to rememberBrett LewthwaiteAustralian Fixed Income
05/11/2018InsightThe case for investing in the capital structure of publicly traded real estate
05/11/2018InsightThe case for low volatility investing
05/09/2018InsightTrade: The good, the bad, and the uglyGraham McDevitt
05/07/2018InsightEquity-sector leadership can shift amid rising interest rates
04/19/2018InsightMore powerful, productive, and cost efficient: Today’s oil rigs break with the pastChristopher S. BeckUS Small Mid-Cap Value Equity
04/18/2018InsightUS private placements find broadening appealAlexander Alston, Frank G. LaTorraca Private Placements
03/21/2018InsightGrowing debt: A potential obstacle in the global recovery?Roger A. Early, Paul A. Matlack, Graham McDevittCorporate Bonds, High Yield and Bank Loans, US Core Fixed Income, US Diversified Fixed Income
03/16/2018InsightHas Goldilocks left the building?David Hanna, David Hillmeyer, Andrew VonthethoffFixed Income, Corporate Bonds, US Core Fixed Income, US Diversified Fixed Income, High Yield and Bank Loans
03/05/2018InsightFintech: So much more than BitcoinNate Mahrer, Alex ElySmall Mid-Cap Growth Equity, US Small Mid-Cap Growth Equity
02/28/2018InsightWhat is the real growth question to ask?Brett LewthwaiteAustralian Fixed Income
02/26/2018InsightUnderstanding ESG in credit portfolios
02/20/2018InsightEmerging markets: Opportunities for growth amid evidence of fundamental changeGabriel WallachGlobal Ex-US Equity
02/07/2018InsightThe place of bonds in a low yield worldDean StewartAustralian Fixed Income
01/26/2018InsightThe impact of tax reform on the US municipal marketGreg GizziFixed Income
01/16/2018InsightInvesting in solutions for the opioid epidemicTraver Davis, Alex ElyUS Small Mid-Cap Growth Equity
01/11/2018InsightTax reform: Lower corporate rate seen as net positive for investors
01/09/2018InsightAsia in 2017
01/04/2018InsightWhy investors shouldn’t fear equitiesJohn Leonard
11/21/2017InsightChanging consumer-spending habits produce opportunityDina Pliotis, Alex ElyUS Small Mid-Cap Growth Equity
10/31/2017InsightWhy we believe active will trump passive for the next decadeAlex ElyUS Small Mid-Cap Growth Equity
10/26/2017InsightThe Trump dollar slump and asset price bump: What the US dollar means for assets going forwardSean M. SimmonsCorporate Bonds, Fixed Income, High Yield and Bank Loans, US Diversified Fixed Income
09/14/2017InsightReal assets and the road ahead
08/14/2017InsightDon’t bet on central bank remorseSean M. SimmonsCorporate Bonds, Fixed Income, High Yield and Bank Loans, US Diversified Fixed Income
07/27/2017InsightCentral banks giveth and taketh away: Bond markets prepare for a wind-downEric Frei, Shaughn WilkieFixed Income, Corporate Bonds, High Yield and Bank Loans, US Core Fixed Income, US Diversified Fixed Income
05/17/2017CommentaryIs the "reflation bias" getting less biased?Sean M. SimmonsCorporate Bonds, Fixed Income, High Yield and Bank Loans, US Diversified Fixed Income
05/04/2017InsightPublic-market access to infrastructure, a growing asset classBrad Frishberg
04/06/2017InsightThe US auto industry faces an activist Trump White House
03/21/2017InsightSmall-cap investing: Harnessing opportunity with an active approachKent P. MaddenUS Small Mid-Cap Value Equity
03/09/2017InsightActive investing in the small-cap spaceKelley McKee CarabasiUS Small Mid-Cap Value Equity
02/06/2017InsightPreparing to diversify assets in 2017David HillmeyerCorporate Bonds, US Core Fixed Income, US Diversified Fixed Income, High Yield and Bank Loans
11/17/2016InsightAfter the U.S. election: Exploring a new investment landscape
10/21/2016InsightIn bond markets, liquidity risk is globalDean StewartAustralian Fixed Income
09/27/2016InsightDon't bet momentum on global REITsScott P. HastingsREIT and Income Solutions
09/15/2016InsightLiquidity crimped by efforts to avoid another financial crisisDavid HillmeyerCorporate Bonds, US Core Fixed Income, US Diversified Fixed Income, High Yield and Bank Loans
09/09/2016InsightMaintaining focus in tight marketsBrian C. McDonnellUS Core Fixed Income, US Diversified Fixed Income
08/04/2016InsightREITs get their dayScott P. HastingsREIT and Income Solutions
07/29/2016InsightDoes bond liquidity affect high yield more?Adam H. Brown, Steve Czepiel Corporate Bonds, Fixed Income, High Yield and Bank Loans, Private Placements, US Core Fixed Income, US Diversified Fixed Income, Municipals
07/06/2016InsightAfter Brexit: How asset classes may fare following the initial surprise
06/27/2016InsightIn the wake of Brexit, challenging market dynamics
05/20/2016InsightEmerging markets: Tempered expectations despite recent surgeJoseph DevineGlobal Ex-US Equity
05/06/2016InsightCredit markets generally supportive of REITsScott P. HastingsREIT and Income Solutions
04/19/2016InsightThe energy sector: Unsettled, but not in crisis
04/06/2016InsightAs China contemplates an exchange tax, psychology meets economic realityMacquarie Asian Listed Equities TeamAsian Listed Equities
03/22/2016InsightReading a more “dovish” Fed on latest interest rate decisionBrian M. ScottoFixed Income, Corporate Bonds, High Yield and Bank Loans, US Core Fixed Income, US Diversified Fixed Income
03/16/2016InsightMore quantitative easing, China styleMacquarie Asian Listed Equities TeamAsian Listed Equities
03/11/2016InsightSpring forecast for muni buyers
03/08/2016InsightLooking ahead at Fed policy: The perils of a strong dollarRoger A. EarlyCorporate Bonds, High Yield and Bank Loans, US Core Fixed Income, US Diversified Fixed Income
01/29/2016InsightM&A activity’s record year: Reasons for continued optimismChristopher S. BeckUS Small Mid-Cap Value Equity
01/20/2016InsightThe strong-dollar denouement: Effects on the global economySean M. SimmonsCorporate Bonds, Fixed Income, High Yield and Bank Loans, US Diversified Fixed Income
01/14/2016InsightGlobal volatility drivers: Looking beyond China
01/13/2016InsightMarket volatility: The view from Hong KongMacquarie Asian Listed Equities TeamAsian Listed Equities
01/11/2016InsightAwakening India's competitive economic growthMacquarie Asian Listed Equities TeamAsian Listed Equities
12/17/2015InsightThe impact of unconventional monetary policy on Treasury marketsEric FreiFixed Income, Corporate Bonds, High Yield and Bank Loans, US Core Fixed Income, US Diversified Fixed Income
12/16/2015InsightFixed income markets in flux
12/11/2015InsightTrends in consumer spending: Growing confidence amid constraintsKent P. MaddenUS Small Mid-Cap Value Equity
12/07/2015InsightInvesting in China: Opportunities and challengesMacquarie Asian Listed Equities TeamAsian Listed Equities
11/18/2015InsightAn update on credit market conditionsMichael G. WildsteinFixed Income
11/16/2015InsightMunicipal bonds and rising interest rates: A historical perspectiveGreg GizziFixed Income
11/11/2015InsightDespite periods of cooling in 2015, municipals generally see supportGreg GizziFixed Income
10/28/2015InsightBond market playbook: Diversification, risk control, and patiencePaul A. MatlackCorporate Bonds, High Yield and Bank Loans, US Diversified Fixed Income
10/16/2015InsightConstructive conditions for healthcare stocksChristopher S. AdamsUS Core Equity
10/16/2015InsightThe banking sector: Optimism in a post-crisis environmentSharon Hill
09/24/2015InsightSupportive conditions for value equities in Europe
08/28/2015InsightEven after many successes, challenges loom in Japan
08/24/2015InsightHousing recovery in closer viewKent P. MaddenUS Small Mid-Cap Value Equity
08/18/2015InsightCorporate spending tilted toward shareholder-friendly activitiesKelley McKee Carabasi, Christopher S. BeckUS Small Mid-Cap Value Equity
08/17/2015InsightMunicipal markets at midyear: A focus on the Fed, rating agenciesGreg GizziFixed Income
08/12/2015InsightChina devalues the renminbi. What’s next?Sean M. SimmonsCorporate Bonds, Fixed Income, High Yield and Bank Loans, US Diversified Fixed Income
08/07/2015InsightIncome investing: Spotlight on dividendsBob ZenouziREIT and Income Solutions
07/09/2015InsightAmid stock plunge, Chinese government intervenesPenghui SunREIT and Income Solutions
07/08/2015InsightU.S. stocks weather Greece and China news, for nowStuart George
07/07/2015InsightContention and controversy set the tone in Greece
06/19/2015InsightDespite recent gains, opportunities still available in healthcare stocksChristopher S. AdamsUS Core Equity
06/09/2015InsightDespite California drought, returns on water bonds shouldn’t dry upGreg GizziFixed Income
06/09/2015InsightFor smaller banks, all eyes on marginsMichael FoleyUS Small Mid-Cap Value Equity
06/08/2015InsightFraming up the credit cycle: Perspectives for insurersMichael G. WildsteinFixed Income
05/29/2015InsightCurrency markets: More volatility in store?Sean M. SimmonsCorporate Bonds, Fixed Income, High Yield and Bank Loans, US Diversified Fixed Income
05/22/2015InsightReal estate thrives amid healthy capital marketsBob Zenouzi, Scott P. HastingsREIT and Income Solutions
05/15/2015InsightEarnings point to continued modest growthChristopher S. BeckUS Small Mid-Cap Value Equity
05/13/2015InsightU.S. REITs: A matured asset classBob ZenouziREIT and Income Solutions
04/29/2015InsightIn fixed income, choosing fundamentals instead of latest trendsRoger A. Early, Zoë Bradley Corporate Bonds, High Yield and Bank Loans, US Core Fixed Income, US Diversified Fixed Income
04/08/2015InsightIn real estate markets, a shift in international financingScott P. HastingsREIT and Income Solutions
04/02/2015InsightReal estate well positioned if rates riseBob ZenouziREIT and Income Solutions
03/11/2015InsightCurrency markets contend with a devaluation dilemmaSean M. SimmonsCorporate Bonds, Fixed Income, High Yield and Bank Loans, US Diversified Fixed Income
03/05/2015InsightSmall-cap companies remain fundamentally healthyFrancis X. MorrisUS Core Equity
02/19/2015InsightIn Europe, sentiment improving but more work lies ahead
01/23/2015InsightValuations could hamper long-term performanceTy Nutt Large-Cap Value Equity
01/07/2015InsightA new turn in the U.S. manufacturing sectorScott P. HastingsREIT and Income Solutions
12/04/2014InsightWhat to expect when you’re expecting a strong dollarSean M. SimmonsCorporate Bonds, Fixed Income, High Yield and Bank Loans, US Diversified Fixed Income
11/06/2014InsightUncovering value in today’s muni bond marketGreg GizziFixed Income
10/17/2014InsightCapital spending: In search of momentumKelley McKee Carabasi, Christopher S. BeckUS Small Mid-Cap Value Equity
09/12/2014InsightA tale of two...worlds: The great divide in today’s global real estate marketBob ZenouziREIT and Income Solutions
05/30/2014InsightMunicipal bonds may be more attractive given today’s tax codeGreg GizziFixed Income
05/12/2014InsightMunicipal bond market update: A pleasant surprise for municipal investors in 2014?Greg GizziFixed Income
05/09/2014InsightAre airline stocks finally investable?
03/28/2014VideoMergers and acquisitions: More volume on the horizon?Francis X. Morris, Michael S. MorrisUS Core Equity
03/07/2014VideoHarnessing potential in the energy sectorChristopher S. BeckUS Small Mid-Cap Value Equity
02/21/2014VideoValuation and correlationFrancis X. MorrisUS Core Equity
02/21/2014VideoMarket expectations and positioningTy Nutt Large-Cap Value Equity
09/19/2013InsightThe waiting game continues: Our thoughts on the Fed’s ongoing QE programRoger A. EarlyCorporate Bonds, High Yield and Bank Loans, US Core Fixed Income, US Diversified Fixed Income
08/23/2013InsightKnow your REITs — Private versus public REITsScott P. HastingsREIT and Income Solutions
07/15/2013CommentaryTrends and opportunities in global infrastructureBrad Frishberg
06/30/2013CommentaryMunicipal fixed income markets: Second quarter reviewSteve Czepiel Municipals
06/25/2013CommentaryStop. Look both ways. The global dash for yield may be leading some investors into oncoming traffic.Bob ZenouziREIT and Income Solutions
06/13/2013CommentaryFixed income markets: Improving, but risks remainPaul A. MatlackCorporate Bonds, High Yield and Bank Loans, US Diversified Fixed Income
05/14/2013CommentaryAn evolving monetary policyRoger A. EarlyCorporate Bonds, High Yield and Bank Loans, US Core Fixed Income, US Diversified Fixed Income
05/02/2013InsightJoining the REIT club: What will it take to succeed?Scott P. HastingsREIT and Income Solutions
04/09/2013CommentaryA positive outlook for merger and acquisition activityChristopher S. BeckUS Small Mid-Cap Value Equity
03/31/2013CommentaryMunicipal fixed income markets: First quarter reviewSteve Czepiel Municipals
03/14/2013CommentaryStock market valuations may be fully priced, but opportunity for value remainsTy Nutt Large-Cap Value Equity
02/15/2013CommentaryPolitical change brings new optimism in Japan
02/01/2013CommentaryPotential portfolio impacts of a rising rate or inflationary environment — international equityDaniel Ko, Bob Zenouzi, Brad FrishbergEmerging Markets, REIT and Income Solutions
02/01/2013CommentaryPotential portfolio impacts of a rising rate or inflationary environment — domestic equityTy Nutt , Christopher S. Beck, Francis X. MorrisLarge-Cap Value Equity, US Small Mid-Cap Value Equity, US Core Equity
12/31/2012CommentaryMunicipal markets in review: Risk sentiment versus technical conditionsSteve Czepiel Municipals
12/13/2012CommentaryOur perspective on municipal bonds and the fiscal cliff
11/21/2012CommentaryEurope and the global equity markets
11/02/2012CommentaryHurricane Sandy: Looking ahead toward recoveryChristopher S. Beck, Paul A. Matlack, Ty Nutt , Bob ZenouziUS Small Mid-Cap Value Equity, Corporate Bonds, High Yield and Bank Loans, US Diversified Fixed Income, Large-Cap Value Equity, REIT and Income Solutions
11/01/2012CommentaryAs China's economy cools, a focus on the longer termJeffrey S. WangEmerging Markets
10/09/2012CommentaryFinding income todayBob ZenouziREIT and Income Solutions
08/31/2012CommentaryInvestment opportunities in international auto markets
07/02/2012CommentaryGreek elections and the euro zone
06/22/2012CommentaryWhat do current valuations say about small-cap stocks?
06/01/2012CommentaryMidyear fixed income outlook: Pressure points, catalysts, and credit cyclesPaul A. MatlackCorporate Bonds, High Yield and Bank Loans, US Diversified Fixed Income
05/24/2012CommentaryConvertible bonds: unique tools for income-generating investors
05/07/2012CommentaryBrazil cuts interest rates: A sign of trouble ahead?
02/16/2012CommentarySeeking growth in all market environmentsJeffrey S. Van Harte
08/09/2011CommentaryA word about current market volatility
05/18/2011CommentaryCommodities: Bursting bubble or slow leak?Paul A. MatlackCorporate Bonds, High Yield and Bank Loans, US Diversified Fixed Income
05/18/2011CommentaryReal estate and inflationPaul A. MatlackCorporate Bonds, High Yield and Bank Loans, US Diversified Fixed Income