Perspectives Blog

Insights on current market events and investment opportunities.

Should investors be cheering Japan’s new stimulus program?

Daisuke Nomoto, Senior Portfolio Manager | November 3, 2014

Stock markets rose on the announcement that the government of Prime Minister Shinzo Abe was significantly stepping up its policy actions. The other major announcement was that the Government Pension Investment Fund will shift its asset allocation to domestic equities and foreign bonds/equities away from domestic bonds. The near term risk/return profile currently looks very

Market volatility: Where do we go from here?

Jeffrey Knight, CFA, Global Head of Investment Solutions and Asset Allocation | October 27, 2014

Watch Jeff Knight, CFA, Global Head of Investment Solutions and Asset Allocation, explain his view of the markets and what’s next for investors. Taking a cross-asset perspective, Knight looks at some key trends leading up to the recent market volatility, including falling U.S. bond yields, economic slowdown in Europe and a strengthening U.S. dollar. Given

Ghost of crises past

Jay Leopold, Head, U.S. Investment Risk | October 27, 2014

The market’s extended period of low volatility was shattered in the past month. While it is possible fear-driven selling could resume or accelerate, we do not believe this is the most likely outcome. Given the U.S. economy’s reasonably good fundamentals, we believe that patient investors will get more treats than tricks in the future. As