Trend Following Strategies: Short Is the New Long
Kathryn Kaminsky of AlphaSimplex Group explains how trend following can add valuable diversification in volatile markets. Download Full Report
Four Changes in Global Markets and Their Impact on Equities
Stephen Dover, CFA, Executive Vice President, Head of Equities, talks about four changes he is seeing in global markets and their impact on equities.
MASTERCLASS: Global Investing
It's been a strong start to the New Year for major stock markets across the world. After ending 2018 in a volatile meltdown, is this a fresh start for global investors? Three experts join together to discuss geographical opportunities, long term ESG potential, and trade wars impact on the global market Conor Muldoon - Fundamental Portfolio Manager of Causeway Capital Management Clive Gillmore - Group CIO and CEO of Mondrian Investment Partners David Nadel - Portfolio Manager of Royce Funds
Expect a Faster Fed When the Next Recession Hits
Scott Minerd, Chairman of Investments and Global CIO, joins CNBC at Davos 2019 to explain why with so little wiggle room on rates, the Federal Reserve may be forced to reengage in quantitative easing if the economy stalls.
U.S., China lead global growth slowdown
Slowing growth in both the U.S. and China is leading to tough economic times globally, says portfolio manager Rob Lovelace.
Evaluating European Equities
In this segment from the International MASTERCLASS, the panelists examine a chart that reflects the relative cheapness of European stocks and discuss where they’re seeing opportunity.