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In the last 15 years, 7% of U.S. fundamental equity strategies have beaten their benchmarks while 100% of equity factors have done so. Chief Investment Officer for Global Equities Michael Hunstad, Ph.D., explains why.
Pension plans likely will need to find less conventional ways to boost returns in the coming years
How banking regulations have changed since the Global Financial Crisis, and how we’re positioned for this market
Stocks and Treasury yields fell with the collapse of the U.S.-based Silicon Valley Bank. The European Central Bank is expected to hike interest rate by 0.50% on Thursday.
U.S. Treasury yields fell sharply after Silicon Valley Bank surprisingly failed on Friday.
Higher-for-longer interest rates are an important factor in portfolio construction.
Stocks are starting to reflect the economic damage of rate hikes.
The collapse of Silicon Valley Bank (SVB) over the weekend, the biggest bank failure in U.S. history after Washington Mutual in 2008, seemingly caught both regulators and markets off guard, and triggered fears of contagion across the global banking sector. In response, on Sunday night (March 12), U.S. policymakers (the Treasury Department, the Federal Reserve, and the Federal Deposit Insurance Corporation) announced emergency measures to shore up the U.S. banking system.
The Portfolio Construction and Strategy (PCS) Team introduce the latest Trends and Opportunities report, which outlines key themes for the next stage of this market cycle and their nuanced implications across global asset classes.
Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs explain why they believe key risks are now largely priced in to fixed income markets, with selective areas – particularly mortgage-backed securities (MBS) – presenting an opportunity to provide favorable rick-adjusted returns.