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  • By news type: insight, press release, reprint
  • By topic: Barron's, Europe, muni
  • By date: 06/01/2015, 2015
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
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 Lewthwaite
02/08/2019InsightWe are bullish on growth investingAlex ElySmall 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
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 Fixed Income
10/19/2018InsightIs your liquidity just a mirage?David Hanna
10/16/2018InsightFixed Income Strategic Forum: Divergent global performance is like ”musical chairs”Brett Lewthwaite
09/24/2018InsightArtificial intelligence: rise of the machinesSam Ruiz
09/21/2018InsightIs the emerging market story over
09/21/2018InsightReflections 10 years on: Top 5 investing lessons from the global financial crisisBrett Lewthwaite
09/18/2018InsightDespite trade concerns, value in international equities still on the horizonNed A. Gray, Michael FriedmanGlobal Value Equity
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, 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
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 Lewthwaite
06/15/2018InsightIn Japan, active investing amid mixed macro signalsMargaret MacCarthy BaconGlobal Value Equity
06/04/2018InsightA series of unfortunate events for the US dollar: Will hedge costs end the Trump dollar slump?Sean M. SimmonsFixed Income
05/22/2018InsightThose who forget are destined to rememberBrett Lewthwaite
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 ratesMichael FriedmanGlobal Value Equity
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 Fixed Income
03/21/2018InsightGrowing debt: A potential obstacle in the global recovery?Roger A. Early, Paul A. Matlack, Graham McDevittFixed Income
03/16/2018InsightHas Goldilocks left the building?David Hanna, David Hillmeyer, Andrew VonthethoffFixed Income
03/05/2018InsightFintech: So much more than BitcoinNate Mahrer, Alex ElySmall Mid-Cap Growth Equity
02/28/2018InsightWhat is the real growth question to ask?Brett Lewthwaite
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 StewartFixed 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 ElySmall 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 ElySmall Mid-Cap Growth Equity
10/31/2017InsightWhy we believe active will trump passive for the next decadeAlex ElySmall Mid-Cap Growth Equity
10/26/2017InsightThe Trump dollar slump and asset price bump: What the US dollar means for assets going forwardSean M. SimmonsFixed Income
09/14/2017InsightReal assets and the road ahead
08/14/2017InsightDon’t bet on central bank remorseSean M. SimmonsFixed Income
07/27/2017InsightCentral banks giveth and taketh away: Bond markets prepare for a wind-downEric Frei, Shaughn WilkieFixed Income
07/03/2017InsightSlow and steady: Navigating the later stages of the credit cyclePaul GrilloFixed Income
05/17/2017CommentaryIs the "reflation bias" getting less biased?Sean M. SimmonsFixed Income
05/04/2017InsightPublic-market access to infrastructure, a growing asset classBrad Frishberg
04/10/2017InsightPopulist anti-globalization: A rising global symptomGraham McDevitt, Mathew Butler
04/06/2017InsightThe US auto industry faces an activist Trump White HouseMichael FriedmanGlobal Value Equity
03/21/2017InsightSmall-cap investing: Harnessing opportunity with an active approachKent P. MaddenUS Small Mid-Cap Value Equity
03/16/2017InsightChina in 2017: A year of uncertaintyYile Chen, Sean M. SimmonsFixed Income
03/09/2017InsightActive investing in the small-cap spaceKelley McKee CarabasiUS Small Mid-Cap Value Equity
02/06/2017InsightPreparing to diversify assets in 2017David HillmeyerFixed Income
11/29/2016InsightCan “Ita-leave” trump Brexit?
11/17/2016InsightAfter the U.S. election: Exploring a new investment landscape
10/21/2016InsightIn bond markets, liquidity risk is globalDean StewartFixed 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 HillmeyerFixed Income
09/12/2016InsightYield-starved markets flock to U.S. debt
09/09/2016InsightMaintaining focus in tight marketsBrian C. McDonnellFixed Income
08/10/2016InsightThe U.S. is a role model in navigating the debt supercycle
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 Fixed Income
07/20/2016InsightFrom money markets to ultrashort assets: In pursuit of new opportunitiesCynthia I. Isom Fixed Income
07/06/2016InsightAfter Brexit: How asset classes may fare following the initial surprise
06/27/2016InsightIn the wake of Brexit, challenging market dynamics
06/09/2016InsightThe Brexit question: Mixed signals, mixed messages, and mixed emotionsMargaret MacCarthy Bacon, Stephan Maikkula, Graham McDevittGlobal Value Equity, Global Ex-US Equity
06/01/2016InsightGlobal imbalances: Root cause of the debt supercycle
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 crisisMargaret MacCarthy BaconGlobal Value Equity
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
03/16/2016InsightMore quantitative easing, China styleMacquarie Asian Listed Equities TeamAsian Listed Equities
03/11/2016InsightSpring forecast for muni buyersJoe Baxter Fixed Income
03/09/2016InsightBrexit: Is it moving markets?
03/08/2016InsightThe aftermath of unorthodox monetary policyPaul GrilloFixed Income
03/08/2016InsightLooking ahead at Fed policy: The perils of a strong dollarRoger A. EarlyFixed Income
01/29/2016InsightM&A activity’s record year: Reasons for continued optimismChristopher S. BeckUS Small Mid-Cap Value Equity
01/21/2016InsightFixed income markets: Closing out a second year of Fed tighteningPaul GrilloFixed Income
01/20/2016InsightThe strong-dollar denouement: Effects on the global economySean M. SimmonsFixed 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
12/21/2015InsightThe unsung stimulus in pro-family benefit programs
12/17/2015InsightThe impact of unconventional monetary policy on Treasury marketsEric FreiFixed 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. MatlackFixed Income
10/16/2015InsightConstructive conditions for healthcare stocksChristopher S. AdamsCore Equity
10/16/2015InsightThe banking sector: Optimism in a post-crisis environmentSharon Hill
09/28/2015InsightAdverse macro conditions cloud the Federal Reserve's policy decision
09/24/2015InsightSupportive conditions for value equities in EuropeMargaret MacCarthy BaconGlobal Value Equity
09/18/2015InsightThe painful path of global debtPaul GrilloFixed Income
08/28/2015InsightEven after many successes, challenges loom in JapanMargaret MacCarthy BaconGlobal Value Equity
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. SimmonsFixed Income
08/07/2015InsightIncome investing: Spotlight on dividendsBob ZenouziREIT and Income Solutions
07/10/2015InsightIn Greece, one crisis, two possible outcomes
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 GreeceMargaret MacCarthy BaconGlobal Value Equity
06/19/2015InsightDespite recent gains, opportunities still available in healthcare stocksChristopher S. AdamsCore 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. SimmonsFixed Income
05/22/2015InsightReal estate thrives amid healthy capital marketsBob Zenouzi, Scott P. HastingsREIT and Income Solutions
05/18/2015InsightWhen yields turn negative, fundamentals are tested
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 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
03/19/2015InsightThe ECB's QE program: Don't judge a book...Paul GrilloFixed Income
03/11/2015InsightCurrency markets contend with a devaluation dilemmaSean M. SimmonsFixed Income
03/05/2015InsightSmall-cap companies remain fundamentally healthyFrancis X. MorrisCore Equity
02/19/2015InsightIn Europe, sentiment improving but more work lies aheadMargaret MacCarthy BaconGlobal Value Equity
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
12/29/2014InsightGrillo’s corner: The four horsemenPaul GrilloFixed Income
12/23/2014InsightCan the banking sector help Europe turn around?
12/04/2014InsightWhat to expect when you’re expecting a strong dollarSean M. SimmonsFixed 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?Michael FriedmanGlobal Value Equity
03/28/2014VideoMergers and acquisitions: More volume on the horizon?Francis X. Morris, Michael S. MorrisCore Equity
03/07/2014VideoHarnessing potential in the energy sectorChristopher S. BeckUS Small Mid-Cap Value Equity
02/21/2014VideoValuation and correlationFrancis X. MorrisCore Equity
02/21/2014VideoMarket expectations and positioningTy Nutt Large-Cap Value Equity
02/21/2014InsightDoes the U.S. Federal Reserve have us on a collision course?Paul GrilloFixed Income
09/19/2013InsightThe waiting game continues: Our thoughts on the Fed’s ongoing QE programRoger A. EarlyFixed 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 reviewJoe Baxter , Steve Czepiel Fixed Income
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. MatlackFixed Income
05/14/2013CommentaryAn evolving monetary policyRoger A. EarlyFixed 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 reviewJoe Baxter , Steve Czepiel Fixed Income
03/27/2013CommentaryGrillo's Corner: The Great Central Bank Roller Coaster, Part IIIPaul GrilloFixed Income
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 JapanNed A. GrayGlobal Value Equity
02/01/2013CommentaryPotential portfolio impacts of a rising rate or inflationary environment — international equityNed A. Gray, Daniel Ko, Bob Zenouzi, Brad FrishbergGlobal Value Equity, Emerging 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, Core Equity
12/31/2012CommentaryMunicipal markets in review: Risk sentiment versus technical conditionsJoe Baxter , Steve Czepiel Fixed Income
12/13/2012CommentaryOur perspective on municipal bonds and the fiscal cliffJoe Baxter Fixed Income
11/21/2012CommentaryEurope and the global equity marketsNed A. GrayGlobal Value Equity
11/02/2012CommentaryHurricane Sandy: Looking ahead toward recoveryChristopher S. Beck, Paul A. Matlack, Ty Nutt , Bob ZenouziUS Small Mid-Cap Value Equity, 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
09/01/2012CommentaryGrillo's corner: The Great Central Bank Roller Coaster, Part IIPaul GrilloFixed Income
08/31/2012CommentaryInvestment opportunities in international auto marketsMichael FriedmanGlobal Value Equity
07/02/2012CommentaryGreek elections and the euro zoneNed A. GrayGlobal Value Equity
06/22/2012CommentaryWhat do current valuations say about small-cap stocks?
06/01/2012CommentaryMidyear fixed income outlook: Pressure points, catalysts, and credit cyclesPaul A. MatlackFixed Income
05/24/2012CommentaryPolitical turnover in Europe: Still searching for a solution to the debt crisis
05/24/2012CommentaryConvertible bonds: unique tools for income-generating investors
05/07/2012CommentaryBrazil cuts interest rates: A sign of trouble ahead?
04/27/2012CommentaryGrillo's Corner: The Great Central Bank Roller CoasterPaul GrilloFixed Income
02/16/2012CommentarySeeking growth in all market environmentsJeffrey S. Van Harte
01/25/2012CommentaryEuropean debt: Downgrades point toward persistent riskNed A. GrayGlobal Value Equity
12/06/2011CommentaryGrillo's Corner with Graham McDevitt: Update on EuropePaul Grillo, Graham McDevittFixed Income
08/09/2011CommentaryComments on recent market volatility
08/09/2011CommentaryA word about current market volatility
08/02/2011CommentaryPerspectives on U.S. debt
05/18/2011CommentaryCommodities: Bursting bubble or slow leak?Ned A. Gray, Paul A. MatlackGlobal Value Equity, Fixed Income
05/18/2011CommentaryReal estate and inflationNed A. Gray, Paul A. MatlackGlobal Value Equity, Fixed Income