Is there a statistical relationship between fund flows and market price moves? Portfolio Manager Aneet Chachra evaluates and quantifies the linkage between equity fund flows and simultaneous price moves in the S&P 500® Index.
Just how good an indicator of future performance are earnings predictions? Portfolio Manager Aneet Chachra considers the historical value of forecasts, and questions whether investors can use them to help guide their investment decisions, as we look ahead to 2023.
Portfolio Managers John Kerschner, Nick Childs, and Jessica Shill discuss why they believe collateralized loan obligations (CLOs) might be well aligned with a hawkish Fed.
Hamish Chamberlayne, Head of Global Sustainable Equities, provides his investment outlook for 2023 and outlines three key themes that mean there is much to look forward to.
Portfolio manager Tal Lomnitzer discusses how the global race to net zero is driving investment into the low-carbon energy transition, and why green hydrogen sits at the centre of this megatrend.
In this episode, Myron in conversation with Phil Maymin, compares and contrasts the market efficiency of stocks and options.