Insights

Market Update from the Global Asset Allocation team – January 2021

General
Jan 11, 2021

A tumultuous 2020 came to a close on a positive note amid optimism that the distribution of safe and effective vaccines will revitalize the economy in 2021.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

Market Update from the Global Asset Allocation team – December 2020

General
Dec 7, 2020

Optimism flourished in November and global equity markets soared to new highs after some encouraging reports of progress on the vaccine-front, which raised the prospect for an end to the pandemic and emboldened expectations for a rapid recovery in growth.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

Thoughts from our Global Emerging Markets Team – Emerging Markets, Vaccines and Elections

Emerging Markets
Nov 24, 2020

The perfect recipe?

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Dominic Bokor-Ingram
Senior Portfolio Manager, Frontier Markets

Thoughts from our Global Emerging Markets Team – Indonesia

Emerging Markets
Nov 5, 2020

Will new Indonesian reforms present a multi-year growth opportunity?

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Dominic Bokor-Ingram
Senior Portfolio Manager, Frontier Markets

Market Update from the Global Asset Allocation team – November 2020

General
Nov 4, 2020

In October, investors turned decidedly cautious ahead of the pivotal U.S. election.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation