Insights & Outlook

Review regular updates and insight from our investment management team. Market Perspectives cover broader issues, including the global economy, market environment or sector overviews. Portfolio Perspectives offer analysis from a portfolio manager or team on a specific fund.

Insights & Outlook: U.S. Economy

Market Perspectives / 10.02.19

CIO Insights: Staying focused on high-quality business models

The Business Roundtable recently updated its view on the “Purpose of a Corporation” and the reactions were immediate. Is it the end of capitalism? Just lip service to support entrenched management teams? Our team analyzed the potential impact on business, industry analysis and corporate governance.

Market Perspectives / 07.16.19

2019 Midyear Global Outlook — Trade in the balance

Economic fundamentals were solid at the start of the year. Could trade disruptions put the economic expansion at risk in the second half of 2019?

Portfolio Perspectives / 07.11.19

Amid the noise, will tech's run continue?

While trade tension and government investigations may create unknowns, the secular drivers of technology and health care are diverse and growing. We believe we are at a unique crossroads as innovation in science and technology converge at an unprecedented pace, which is creating new investable opportunities.