Spotlight Archive

Spotlight June 15, 2021

CIO Spotlight June 16, 2021 Fund Performance

Spotlight June 1, 2021

CIO Spotlight June 2, 2021 Sustainable Investing

Spotlight May 18, 2021

CIO Spotlight May 19, 2021 Alternatives

Spotlight May 4, 2021

CIO Spotlight on Global Investing

Spotlight April 20, 2021

Spotlight on Winning Investment Strategies

Spotlight April 6, 2021

CIO Spotlight on Fund Performance, March 17, 2021

Spotlight March 2, 2021

CIO Spotlight on Pundits this Quarter, March 3, 2021

Spotlight February 16, 2021

CIO Spotlight, Alternatives, February 17, 2021

Spotlight February 2, 2021

CIO Spotlight Newsletter on Team Culture Feb 3, 2021

Spotlight January 19, 2021

Winning Investment Strategies Spotlight, January 20, 2021

Spotlight January 5, 2021

China Fixed Income: a fast-growing and strategic asset class With global government bond yields low or negative, investors are increasingly searching for alternative diversifiers to equities. The China bond asset class has offered a high yield pickup vs. developed market government bonds, as well as a lower correlation with other asset classes. An active approach to China fixed income can serve as a powerful diversifier in global fixed income portfolios.

Global Currency Market Commentary Monthly review of currency markets reviews evidence of the asynchronous nature of pandemic recovery.

China is Embarking on A New Stage of Growth China is entering its fifth decade of growth, and the conventional view among global investors may falsely point to growth avenues being exhausted.

EMD: Reframing the External vs. Local Debt Debate for 2021 The historical outperformance of external debt has led emerging markets debt (EMD) investors to overweight external debt compared with local debt.

India offers tremendous growth potential Despite short-term challenges, India offers tremendous growth potential.